Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,748 | $111,535-94.8% | $105,223-94.5% | $137,256-95.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.02% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,036 | $3,939-48.3% | $3,689-44.8% | $4,156-51.0% |
| Participant deferral / active EE | $2,365 | $5,500-57.0% | $5,072-53.4% | $6,407-63.1% |
| Admin fee / account holder | $795 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |