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 | $20,768 | $180,462-88.5% | $154,111-86.5% | $135,379-84.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -0.47% | 888.17%-888.6pp | 735.18%-735.7pp | 519.79%-520.3pp |
| Employer contribution / active EE | $3,353 | $6,036-44.4% | $5,298-36.7% | $4,779-29.8% |
| Participant deferral / active EE | $2,778 | $5,806-52.2% | $5,081-45.3% | $5,609-50.5% |
| Admin fee / account holder | $793 | $16,145-95.1% | $13,411-94.1% | $10,828-92.7% |