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 | $7,027 | $82,678-91.5% | $125,391-94.4% | $68,490-89.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -4.35% | -5.97%+1.6pp | 572.41%-576.8pp | -7.85%+3.5pp |
| Employer contribution / active EE | $1,946 | $3,382-42.5% | $4,816-59.6% | $2,597-25.0% |
| Participant deferral / active EE | $3,386 | $6,111-44.6% | $7,448-54.5% | $4,028-15.9% |
| Admin fee / account holder | $422 | $6,277-93.3% | $10,009-95.8% | $5,403-92.2% |