Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,131 | $82,674-79.3% | $125,363-86.3% | $68,495-75.0% |
| Participation rate | 98.5% | 75.0%+23.4pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -10.31% | -5.97%-4.3pp | 572.15%-582.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $3,740 | $3,382+10.6% | $4,815-22.3% | $2,596+44.0% |
| Participant deferral / active EE | $7,472 | $6,111+22.3% | $7,447+0.3% | $4,028+85.5% |
| Admin fee / account holder | $1,553 | $6,276-75.3% | $10,005-84.5% | $5,403-71.3% |