Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,912 | $82,678-83.2% | $125,391-88.9% | $68,490-79.7% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,319 | $3,382-31.4% | $4,816-51.8% | $2,597-10.7% |
| Participant deferral / active EE | $5,114 | $6,111-16.3% | $7,448-31.3% | $4,028+27.0% |
| Admin fee / account holder | $757 | $6,277-87.9% | $10,009-92.4% | $5,403-86.0% |