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 | $7,219 | $51,184-85.9% | $66,439-89.1% | $86,983-91.7% |
| Participation rate | 82.8% | 68.5%+14.3pp | 74.5%+8.3pp | 69.5%+13.2pp |
| Annual return | 230.65% | 17.07%+213.6pp | 757.66%-527.0pp | 25.83%+204.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,632 | $2,927-10.1% | $3,876-32.1% | $4,194-37.2% |
| Admin fee / account holder | $415 | $4,154-90.0% | $6,173-93.3% | $7,856-94.7% |