Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,624 | $152,591-98.9% | $117,529-98.6% | $134,545-98.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.38% | 53.04%-64.4pp | 29.77%-41.1pp | 418.37%-429.7pp |
| Employer contribution / active EE | $938 | $5,576-83.2% | $4,179-77.6% | $4,742-80.2% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $651 | $7,004-90.7% | $5,645-88.5% | $11,431-94.3% |