Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,193 | $217,432-96.7% | $185,849-96.1% | $167,536-95.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 70.64% | 148.42%-77.8pp | 122.10%-51.5pp | 478.82%-408.2pp |
| Employer contribution / active EE | $3,274 | $5,875-44.3% | $5,169-36.6% | $4,839-32.3% |
| Participant deferral / active EE | $7,433 | $6,357+16.9% | $5,569+33.5% | $6,342+17.2% |
| Admin fee / account holder | $361 | $19,818-98.2% | $16,244-97.8% | $12,315-97.1% |