Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,860 | $124,346-83.2% | $111,306-81.3% | $167,553-87.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.05% | 37.46%-25.4pp | 54.67%-42.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $2,761 | $3,438-19.7% | $2,732+1.1% | $4,840-42.9% |
| Participant deferral / active EE | $4,931 | $5,182-4.8% | $4,488+9.9% | $6,343-22.3% |
| Admin fee / account holder | $314 | $10,623-97.0% | $7,966-96.1% | $12,316-97.5% |