Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,933 | $133,981-97.1% | $112,249-96.5% | $134,532-97.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.33% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,880 | $4,040-3.9% | $3,636+6.7% | $4,741-18.2% |
| Participant deferral / active EE | $3,880 | $5,292-26.7% | $4,729-17.9% | $6,401-39.4% |
| Admin fee / account holder | $27,775 | $7,492+270.7% | $6,412+333.1% | $11,429+143.0% |