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 | $4,105 | $190,916-97.8% | $160,037-97.4% | $134,545-96.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.88% | 552.79%-565.7pp | 408.95%-421.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $1,201 | $4,996-76.0% | $4,226-71.6% | $4,742-74.7% |
| Participant deferral / active EE | $1,913 | $6,925-72.4% | $6,184-69.1% | $6,401-70.1% |
| Admin fee / account holder | $3,001 | $10,497-71.4% | $8,716-65.6% | $11,431-73.7% |