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 | $14,039 | $138,114-89.8% | $125,391-88.8% | $134,545-89.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.58% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,066 | $5,246-79.7% | $4,816-77.9% | $4,742-77.5% |
| Participant deferral / active EE | $4,134 | $7,801-47.0% | $7,448-44.5% | $6,401-35.4% |
| Admin fee / account holder | $766 | $11,570-93.4% | $10,009-92.4% | $11,431-93.3% |