Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,432 | $138,078-94.6% | $125,363-94.1% | $134,509-94.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.80% | 750.49%-769.3pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,156 | $5,245-58.9% | $4,815-55.2% | $4,741-54.5% |
| Participant deferral / active EE | $3,324 | $7,800-57.4% | $7,447-55.4% | $6,400-48.1% |
| Admin fee / account holder | $466 | $11,566-96.0% | $10,005-95.3% | $11,427-95.9% |