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 | $6,362 | $92,743-93.1% | $82,744-92.3% | $134,532-95.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.28% | 946.63%-945.3pp | 702.22%-700.9pp | 418.27%-417.0pp |
| Employer contribution / active EE | $1,287 | $3,273-60.7% | $3,008-57.2% | $4,741-72.9% |
| Participant deferral / active EE | $2,796 | $4,802-41.8% | $4,395-36.4% | $6,401-56.3% |
| Admin fee / account holder | $6,899 | $5,977+15.4% | $5,325+29.6% | $11,429-39.6% |