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 | $16,757 | $167,362-90.0% | $143,799-88.3% | $134,532-87.5% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -6.80% | 0.47%-7.3pp | -0.04%-6.8pp | 418.27%-425.1pp |
| Employer contribution / active EE | $1,475 | $5,620-73.8% | $4,952-70.2% | $4,741-68.9% |
| Participant deferral / active EE | $2,320 | $6,447-64.0% | $5,638-58.9% | $6,401-63.8% |
| Admin fee / account holder | $1,174 | $18,094-93.5% | $14,677-92.0% | $11,429-89.7% |