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 | $12,509 | $160,070-92.2% | $147,117-91.5% | $145,897-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.10% | 98.69%-79.6pp | 420.54%-401.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $2,458 | $5,285-53.5% | $4,932-50.2% | $4,663-47.3% |
| Participant deferral / active EE | $3,203 | $8,419-62.0% | $8,065-60.3% | $6,689-52.1% |
| Admin fee / account holder | $426 | $15,035-97.2% | $12,993-96.7% | $13,390-96.8% |