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 | $15,769 | $105,866-85.1% | $90,766-82.6% | $134,545-88.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 6.86% | -10.99%+17.9pp | -12.16%+19.0pp | 418.37%-411.5pp |
| Employer contribution / active EE | $10,109 | $3,464+191.8% | $2,922+246.0% | $4,742+113.2% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $881 | $13,938-93.7% | $8,446-89.6% | $11,431-92.3% |