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 | $25,011 | $135,645-81.6% | $110,243-77.3% | $135,380-81.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.97% | 513.24%-517.2pp | 314.76%-318.7pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,330 | $4,907-52.5% | $3,827-39.1% | $4,779-51.2% |
| Participant deferral / active EE | $3,117 | $5,507-43.4% | $4,672-33.3% | $5,609-44.4% |
| Admin fee / account holder | $16,420 | $11,458+43.3% | $8,548+92.1% | $10,828+51.6% |