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 | $111 | $132,634-99.9% | $115,768-99.9% | $137,256-99.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 23.24% | 160.70%-137.5pp | 100.46%-77.2pp | 220.34%-197.1pp |
| Employer contribution / active EE | $901 | $3,360-73.2% | $2,940-69.3% | $4,156-78.3% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $327,303 | $15,028+2078.0% | $12,439+2531.2% | $12,270+2567.5% |