Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,615 | $102,393-77.9% | $147,041-84.6% | $80,911-72.0% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 26.87% | 134.95%-108.1pp | 419.21%-392.3pp | 35.63%-8.8pp |
| Employer contribution / active EE | $3,963 | $3,715+6.7% | $4,935-19.7% | $2,756+43.8% |
| Participant deferral / active EE | $9,250 | $6,647+39.2% | $8,071+14.6% | $4,297+115.3% |
| Admin fee / account holder | $471 | $7,943-94.1% | $13,006-96.4% | $6,935-93.2% |