Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,799 | $129,960-93.2% | $104,299-91.6% | $134,545-93.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -3.70% | 42.06%-45.8pp | 24.62%-28.3pp | 418.37%-422.1pp |
| Employer contribution / active EE | $2,280 | $4,186-45.5% | $3,373-32.4% | $4,742-51.9% |
| Participant deferral / active EE | $5,477 | $5,589-2.0% | $4,626+18.4% | $6,401-14.4% |
| Admin fee / account holder | $59,399 | $9,324+537.1% | $7,339+709.3% | $11,431+419.6% |