Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,981 | $89,367-88.8% | $141,191-92.9% | $72,975-86.3% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,401 | $3,115-22.9% | $4,736-49.3% | $2,440-1.6% |
| Participant deferral / active EE | $4,232 | $5,419-21.9% | $6,710-36.9% | $3,608+17.3% |
| Admin fee / account holder | $324 | $5,957-94.6% | $10,264-96.8% | $5,124-93.7% |