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 | $10,913 | $105,200-89.6% | $159,474-93.2% | $85,847-87.3% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.8%+2.3pp | 69.3%+15.8pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,092 | $3,319-37.0% | $4,831-56.7% | $2,565-18.4% |
| Participant deferral / active EE | $5,243 | $5,946-11.8% | $7,353-28.7% | $3,952+32.7% |
| Admin fee / account holder | $692 | $6,934-90.0% | $10,802-93.6% | $6,261-89.0% |