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 | $7,031 | $95,915-92.7% | $79,580-91.2% | $134,532-94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.60% | -2.71%-12.9pp | 0.15%-15.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,163 | $3,129-62.8% | $2,413-51.8% | $4,741-75.5% |
| Participant deferral / active EE | $1,578 | $4,693-66.4% | $3,985-60.4% | $6,401-75.3% |
| Admin fee / account holder | $884 | $9,132-90.3% | $6,835-87.1% | $11,429-92.3% |