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 | $7,640 | $142,409-94.6% | $119,634-93.6% | $134,545-94.3% |
| Participation rate | 77.8% | 82.8%-5.1pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,450 | $5,224-53.1% | $4,232-42.1% | $4,742-48.3% |
| Participant deferral / active EE | $4,932 | $6,468-23.8% | $5,601-12.0% | $6,401-23.0% |
| Admin fee / account holder | $431 | $13,594-96.8% | $10,329-95.8% | $11,431-96.2% |