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 | $10,919 | $84,685-87.1% | $73,836-85.2% | $125,389-91.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.52% | 3123.80%-3125.3pp | 2268.06%-2269.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $714 | $3,123-77.1% | $2,787-74.4% | $4,866-85.3% |
| Participant deferral / active EE | $1,063 | $3,993-73.4% | $3,583-70.3% | $5,352-80.1% |
| Admin fee / account holder | $505 | $5,694-91.1% | $4,882-89.7% | $9,541-94.7% |