Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,088 | $157,276-87.2% | $141,177-85.8% | $152,885-86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.06% | 64.33%-35.3pp | 71.40%-42.3pp | 345.39%-316.3pp |
| Employer contribution / active EE | $4,702 | $5,262-10.6% | $4,736-0.7% | $4,763-1.3% |
| Participant deferral / active EE | $10,063 | $7,110+41.5% | $6,710+50.0% | $5,851+72.0% |
| Admin fee / account holder | $10,210 | $12,123-15.8% | $10,263-0.5% | $11,598-12.0% |