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 | $5,996 | $103,038-94.2% | $90,324-93.4% | $152,909-96.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.98% | 95.25%-80.3pp | 78.15%-63.2pp | 345.46%-330.5pp |
| Employer contribution / active EE | $977 | $3,141-68.9% | $2,856-65.8% | $4,764-79.5% |
| Participant deferral / active EE | $851 | $4,282-80.1% | $3,885-78.1% | $5,851-85.5% |
| Admin fee / account holder | $401 | $6,177-93.5% | $5,356-92.5% | $11,601-96.5% |