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 | $6,610 | $148,582-95.6% | $135,942-95.1% | $139,456-95.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,958 | $5,245-43.6% | $4,858-39.1% | $4,753-37.8% |
| Participant deferral / active EE | $5,218 | $8,101-35.6% | $7,759-32.7% | $6,711-22.3% |
| Admin fee / account holder | $451 | $12,402-96.4% | $10,764-95.8% | $11,407-96.0% |