Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,874 | $175,646-87.0% | $129,118-82.3% | $134,532-83.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -16.52% | -11.39%-5.1pp | -10.94%-5.6pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,681 | $6,355-57.8% | $5,051-46.9% | $4,741-43.4% |
| Participant deferral / active EE | $4,251 | $7,970-46.7% | $6,539-35.0% | $6,401-33.6% |
| Admin fee / account holder | $2,535 | $23,578-89.2% | $14,305-82.3% | $11,429-77.8% |