Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,531 | $185,312-93.2% | $161,489-92.2% | $154,746-91.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.46% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,029 | $4,769-57.5% | $4,268-52.5% | $4,379-53.7% |
| Participant deferral / active EE | $3,323 | $6,350-47.7% | $5,630-41.0% | $6,730-50.6% |
| Admin fee / account holder | $1,173 | $18,654-93.7% | $16,006-92.7% | $14,365-91.8% |