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 | $12,094 | $197,819-93.9% | $155,789-92.2% | $125,389-90.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -0.24% | 86.73%-87.0pp | 71.54%-71.8pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,000 | $4,850-58.8% | $3,839-47.9% | $4,866-58.9% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,923 | $9,544-79.9% | $7,477-74.3% | $9,541-79.8% |