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 | $5,516 | $167,362-96.7% | $143,799-96.2% | $134,532-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,067 | $5,620-9.8% | $4,952+2.3% | $4,741+6.9% |
| Participant deferral / active EE | $9,467 | $6,447+46.8% | $5,638+67.9% | $6,401+47.9% |
| Admin fee / account holder | $506 | $18,094-97.2% | $14,677-96.6% | $11,429-95.6% |