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 | $8,528 | $90,486-90.6% | $78,676-89.2% | $273,972-96.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 437.79% | 75.62%+362.2pp | 62.19%+375.6pp | 41.46%+396.3pp |
| Employer contribution / active EE | $590 | $3,175-81.4% | $2,850-79.3% | $4,869-87.9% |
| Participant deferral / active EE | $579 | $3,901-85.2% | $3,517-83.5% | $5,287-89.1% |
| Admin fee / account holder | $406 | $5,263-92.3% | $4,510-91.0% | $10,133-96.0% |