Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,174 | $115,810-88.6% | $101,271-87.0% | $158,966-91.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,258 | $4,175+2.0% | $3,660+16.3% | $4,762-10.6% |
| Participant deferral / active EE | $11,840 | $4,958+138.8% | $4,371+170.9% | $5,983+97.9% |
| Admin fee / account holder | $376 | $7,248-94.8% | $5,948-93.7% | $11,250-96.7% |