Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,116 | $106,005-93.3% | $92,239-92.3% | $147,585-95.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.59% | 50.05%-36.5pp | 176.29%-162.7pp | 578.58%-565.0pp |
| Employer contribution / active EE | $1,898 | $4,333-56.2% | $3,680-48.4% | $4,876-61.1% |
| Participant deferral / active EE | $2,228 | $4,478-50.3% | $3,897-42.8% | $5,439-59.0% |
| Admin fee / account holder | $648 | $6,333-89.8% | $5,194-87.5% | $10,886-94.1% |