Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,923 | $209,425-91.9% | $178,499-90.5% | $158,966-89.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.74% | 188.80%-173.1pp | 151.10%-135.4pp | 302.95%-287.2pp |
| Employer contribution / active EE | $3,403 | $5,707-40.4% | $5,011-32.1% | $4,762-28.6% |
| Participant deferral / active EE | $7,073 | $5,955+18.8% | $5,202+36.0% | $5,983+18.2% |
| Admin fee / account holder | $1,933 | $17,078-88.7% | $13,986-86.2% | $11,250-82.8% |