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 | $8,435 | $45,152-81.3% | $73,836-88.6% | $59,633-85.9% |
| Participation rate | 93.3% | 64.0%+29.3pp | 73.4%+19.9pp | 68.7%+24.7pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,170 | $1,901+66.7% | $2,787+13.7% | $2,203+43.9% |
| Participant deferral / active EE | $4,694 | $2,573+82.4% | $3,583+31.0% | $3,192+47.1% |
| Admin fee / account holder | $366 | $3,515-89.6% | $4,882-92.5% | $4,297-91.5% |