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 | $13,414 | $82,630-83.8% | $64,105-79.1% | $125,389-89.3% |
| Participation rate | 94.1% | 75.9%+18.3pp | 68.2%+25.9pp | 83.2%+10.9pp |
| Annual return | 0.24% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,148 | $3,608-40.5% | $2,822-23.9% | $5,352-59.9% |
| Admin fee / account holder | $1,050 | $6,382-83.5% | $4,499-76.7% | $9,541-89.0% |