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 | $4,645 | $106,247-95.6% | $96,515-95.2% | $139,466-96.7% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.1pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,441 | $4,106-40.6% | $3,740-34.7% | $4,754-48.7% |
| Participant deferral / active EE | $1,612 | $5,456-70.5% | $4,880-67.0% | $6,712-76.0% |
| Admin fee / account holder | $1,145 | $7,885-85.5% | $6,735-83.0% | $11,409-90.0% |