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 | $4,506 | $75,962-94.1% | $154,108-97.1% | $64,173-93.0% |
| Participation rate | 87.8% | 70.4%+17.4pp | 83.0%+4.8pp | 69.6%+18.2pp |
| Annual return | -4.01% | 30.32%-34.3pp | 735.21%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,181 | $3,175-62.8% | $5,081-76.8% | $3,470-66.0% |
| Admin fee / account holder | $1,900 | $5,589-66.0% | $13,411-85.8% | $4,887-61.1% |