Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,384 | $138,078-91.8% | $125,363-90.9% | $134,509-91.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.07% | 750.49%-768.6pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $3,249 | $5,245-38.1% | $4,815-32.5% | $4,741-31.5% |
| Participant deferral / active EE | $6,232 | $7,800-20.1% | $7,447-16.3% | $6,400-2.6% |
| Admin fee / account holder | $1,606 | $11,566-86.1% | $10,005-83.9% | $11,427-85.9% |