Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,154 | $87,016-91.8% | $63,244-88.7% | $125,389-94.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.67% | 21.71%-25.4pp | -70.31%+66.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $763 | $3,601-78.8% | $2,322-67.1% | $4,866-84.3% |
| Participant deferral / active EE | $785 | $3,939-80.1% | $2,953-73.4% | $5,352-85.3% |
| Admin fee / account holder | $1,269 | $11,954-89.4% | $5,893-78.5% | $9,541-86.7% |