Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,957 | $106,003-88.7% | $92,236-87.0% | $147,585-91.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $9,641 | $4,333+122.5% | $3,679+162.0% | $4,876+97.7% |
| Participant deferral / active EE | $9,325 | $4,478+108.2% | $3,897+139.3% | $5,439+71.5% |
| Admin fee / account holder | $784 | $6,333-87.6% | $5,194-84.9% | $10,885-92.8% |