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 | $24,106 | $180,466-86.6% | $154,114-84.4% | $135,382-82.2% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -2.97% | 888.15%-891.1pp | 735.16%-738.1pp | 519.77%-522.7pp |
| Employer contribution / active EE | $1,462 | $6,035-75.8% | $5,298-72.4% | $4,779-69.4% |
| Participant deferral / active EE | $2,068 | $5,806-64.4% | $5,081-59.3% | $5,609-63.1% |
| Admin fee / account holder | $2,582 | $16,144-84.0% | $13,411-80.7% | $10,829-76.2% |