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 | $13,826 | $148,623-90.7% | $135,974-89.8% | $139,466-90.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.65% | 79.30%-52.6pp | 68.30%-41.7pp | 373.66%-347.0pp |
| Employer contribution / active EE | $2,268 | $5,246-56.8% | $4,859-53.3% | $4,754-52.3% |
| Participant deferral / active EE | $5,276 | $8,103-34.9% | $7,760-32.0% | $6,712-21.4% |
| Admin fee / account holder | $409 | $12,406-96.7% | $10,767-96.2% | $11,409-96.4% |