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 | $11,518 | $75,832-84.8% | $147,617-92.2% | $59,633-80.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.69% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,074 | $3,485-69.2% | $5,564-80.7% | $2,203-51.2% |
| Participant deferral / active EE | $3,173 | $3,131+1.4% | $4,895-35.2% | $3,192-0.6% |
| Admin fee / account holder | $331 | $5,986-94.5% | $11,612-97.1% | $4,297-92.3% |