Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,047 | $217,432-93.5% | $185,851-92.4% | $167,553-91.6% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,422 | $5,874-58.8% | $5,168-53.1% | $4,840-50.0% |
| Participant deferral / active EE | $8,782 | $6,357+38.2% | $5,569+57.7% | $6,343+38.5% |
| Admin fee / account holder | $673 | $19,820-96.6% | $16,245-95.9% | $12,316-94.5% |