Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,718 | $165,399-91.1% | $149,745-90.2% | $158,982-90.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.56% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,294 | $5,105-74.6% | $4,646-72.1% | $4,763-72.8% |
| Participant deferral / active EE | $4,346 | $7,183-39.5% | $6,843-36.5% | $5,983-27.4% |
| Admin fee / account holder | $1,786 | $10,811-83.5% | $9,312-80.8% | $11,252-84.1% |