Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,706 | $197,637-89.5% | $177,848-88.4% | $158,982-87.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.89% | 58.77%-50.9pp | 48.33%-40.4pp | 302.99%-295.1pp |
| Employer contribution / active EE | $6,569 | $6,698-1.9% | $5,919+11.0% | $4,763+37.9% |
| Participant deferral / active EE | $15,006 | $8,405+78.5% | $7,714+94.5% | $5,983+150.8% |
| Admin fee / account holder | $4,104 | $15,406-73.4% | $12,431-67.0% | $11,252-63.5% |