Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,157 | $95,915-92.5% | $79,580-91.0% | $134,532-94.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.50% | -2.71%-8.8pp | 0.15%-11.7pp | 418.27%-429.8pp |
| Employer contribution / active EE | $578 | $3,129-81.5% | $2,413-76.1% | $4,741-87.8% |
| Participant deferral / active EE | $1,903 | $4,693-59.5% | $3,985-52.3% | $6,401-70.3% |
| Admin fee / account holder | $1,103 | $9,132-87.9% | $6,835-83.9% | $11,429-90.4% |