Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,044 | $138,114-95.6% | $125,391-95.2% | $134,545-95.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,004 | $5,246-42.7% | $4,816-37.6% | $4,742-36.6% |
| Participant deferral / active EE | $5,735 | $7,801-26.5% | $7,448-23.0% | $6,401-10.4% |
| Admin fee / account holder | $2,333 | $11,570-79.8% | $10,009-76.7% | $11,431-79.6% |