Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,135 | $155,555-90.3% | $146,866-89.7% | $155,188-90.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.46% | 115.41%-92.0pp | 102.85%-79.4pp | 148.84%-125.4pp |
| Employer contribution / active EE | $4,729 | $4,647+1.8% | $4,425+6.9% | $4,248+11.3% |
| Participant deferral / active EE | $12,068 | $8,044+50.0% | $7,759+55.5% | $6,531+84.8% |
| Admin fee / account holder | $2,430 | $14,755-83.5% | $13,620-82.2% | $14,480-83.2% |