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 | $7,578 | $90,607-91.6% | $79,467-90.5% | $135,380-94.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.46% | 977.74%-982.2pp | 718.30%-722.8pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,292 | $3,068-57.9% | $2,800-53.9% | $4,779-73.0% |
| Participant deferral / active EE | $1,291 | $4,050-68.1% | $3,704-65.1% | $5,609-77.0% |
| Admin fee / account holder | $2,167 | $5,895-63.2% | $5,104-57.5% | $10,828-80.0% |