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 | $11,455 | $180,459-93.7% | $154,108-92.6% | $135,380-91.5% |
| Participation rate | 95.8% | 87.4%+8.4pp | 83.0%+12.8pp | 82.6%+13.2pp |
| Annual return | -8.32% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,283 | $6,035-78.7% | $5,298-75.8% | $4,779-73.1% |
| Participant deferral / active EE | $2,762 | $5,806-52.4% | $5,081-45.6% | $5,609-50.8% |
| Admin fee / account holder | $1,073 | $16,145-93.4% | $13,411-92.0% | $10,828-90.1% |