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 | $7,409 | $90,606-91.8% | $79,466-90.7% | $135,379-94.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $869 | $3,068-71.7% | $2,800-69.0% | $4,779-81.8% |
| Participant deferral / active EE | $5,470 | $4,050+35.1% | $3,704+47.7% | $5,609-2.5% |
| Admin fee / account holder | $333 | $5,895-94.3% | $5,104-93.5% | $10,828-96.9% |