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 | $5,884 | $148,623-96.0% | $135,974-95.7% | $139,466-95.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 130.03% | 79.30%+50.7pp | 68.30%+61.7pp | 373.66%-243.6pp |
| Employer contribution / active EE | $2,067 | $5,246-60.6% | $4,859-57.5% | $4,754-56.5% |
| Participant deferral / active EE | $3,866 | $8,103-52.3% | $7,760-50.2% | $6,712-42.4% |
| Admin fee / account holder | $968 | $12,406-92.2% | $10,767-91.0% | $11,409-91.5% |