Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,772 | $92,743-95.9% | $82,744-95.4% | $134,532-97.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,097 | $3,273-35.9% | $3,008-30.3% | $4,741-55.8% |
| Participant deferral / active EE | $3,047 | $4,802-36.5% | $4,395-30.7% | $6,401-52.4% |
| Admin fee / account holder | $594 | $5,977-90.1% | $5,325-88.8% | $11,429-94.8% |