Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,730 | $142,392-92.5% | $119,622-91.0% | $134,532-92.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.97% | -12.46%+4.5pp | -14.98%+7.0pp | 418.27%-426.2pp |
| Employer contribution / active EE | $3,780 | $5,224-27.6% | $4,232-10.7% | $4,741-20.3% |
| Participant deferral / active EE | $3,780 | $6,467-41.6% | $5,601-32.5% | $6,401-40.9% |
| Admin fee / account holder | $19,114 | $13,593+40.6% | $10,328+85.1% | $11,429+67.2% |