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 | $22,138 | $135,645-83.7% | $110,243-79.9% | $135,379-83.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -2.62% | 513.24%-515.9pp | 314.76%-317.4pp | 519.79%-522.4pp |
| Employer contribution / active EE | $2,286 | $4,907-53.4% | $3,827-40.3% | $4,779-52.2% |
| Participant deferral / active EE | $3,717 | $5,507-32.5% | $4,672-20.4% | $5,609-33.7% |
| Admin fee / account holder | $43,748 | $11,458+281.8% | $8,548+411.8% | $10,828+304.0% |