Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,171 | $115,814-97.3% | $101,275-96.9% | $158,982-98.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,200 | $4,176-71.3% | $3,660-67.2% | $4,763-74.8% |
| Participant deferral / active EE | $1,733 | $4,958-65.0% | $4,371-60.3% | $5,983-71.0% |
| Admin fee / account holder | $598 | $7,249-91.7% | $5,948-89.9% | $11,252-94.7% |