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 | $6,849 | $167,353-95.9% | $143,797-95.2% | $134,545-94.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | 0.48%-19.6pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,443 | $5,620-74.3% | $4,952-70.9% | $4,742-69.6% |
| Participant deferral / active EE | $3,516 | $6,447-45.5% | $5,638-37.6% | $6,401-45.1% |
| Admin fee / account holder | $887 | $18,096-95.1% | $14,679-94.0% | $11,431-92.2% |