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 | $16,007 | $150,447-89.4% | $136,298-88.3% | $147,586-89.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 40.25% | 1049.15%-1008.9pp | 5156.27%-5116.0pp | 578.59%-538.3pp |
| Employer contribution / active EE | $3,064 | $5,256-41.7% | $4,696-34.8% | $4,876-37.2% |
| Participant deferral / active EE | $4,571 | $6,631-31.1% | $6,247-26.8% | $5,439-16.0% |
| Admin fee / account holder | $313 | $10,906-97.1% | $9,244-96.6% | $10,886-97.1% |