Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,308 | $217,432-93.0% | $185,849-91.8% | $167,536-90.9% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,583 | $5,875-56.0% | $5,169-50.0% | $4,839-46.6% |
| Participant deferral / active EE | $5,486 | $6,357-13.7% | $5,569-1.5% | $6,342-13.5% |
| Admin fee / account holder | $309 | $19,818-98.4% | $16,244-98.1% | $12,315-97.5% |