Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,278 | $112,935-84.7% | $90,970-81.0% | $158,966-89.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 89.19% | 215.79%-126.6pp | 134.58%-45.4pp | 302.95%-213.8pp |
| Employer contribution / active EE | $13,750 | $2,895+375.0% | $2,122+547.8% | $4,762+188.7% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,862 | $8,045-76.9% | $5,960-68.8% | $11,250-83.5% |