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 | $23,715 | $185,883-87.2% | $170,043-86.1% | $139,466-83.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 13.54% | 60.54%-47.0pp | 53.40%-39.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $3,247 | $7,596-57.3% | $6,790-52.2% | $4,754-31.7% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $770 | $15,393-95.0% | $12,824-94.0% | $11,409-93.3% |