Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,924 | $82,674-81.9% | $125,363-88.1% | $68,495-78.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.07% | -5.97%-13.1pp | 572.15%-591.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,770 | $3,382-18.1% | $4,815-42.5% | $2,596+6.7% |
| Participant deferral / active EE | $3,812 | $6,111-37.6% | $7,447-48.8% | $4,028-5.3% |
| Admin fee / account holder | $1,439 | $6,276-77.1% | $10,005-85.6% | $5,403-73.4% |