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 | $9,182 | $157,304-94.2% | $141,197-93.5% | $152,909-94.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.82% | 64.34%-43.5pp | 71.41%-50.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,481 | $5,263-71.9% | $4,736-68.7% | $4,764-68.9% |
| Participant deferral / active EE | $3,750 | $7,111-47.3% | $6,710-44.1% | $5,851-35.9% |
| Admin fee / account holder | $3,322 | $12,126-72.6% | $10,265-67.6% | $11,601-71.4% |