Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,677 | $58,726-80.1% | $142,898-91.8% | $85,851-86.4% |
| Participation rate | 70.0% | 58.5%+11.5pp | 72.0%-2.0pp | 69.3%+0.7pp |
| Annual return | 43.91% | 27.73%+16.2pp | 5639.64%-5595.7pp | 318.63%-274.7pp |
| Employer contribution / active EE | $532 | $1,424-62.6% | $4,146-87.2% | $2,565-79.3% |
| Participant deferral / active EE | $1,922 | $2,609-26.3% | $3,838-49.9% | $3,952-51.4% |
| Admin fee / account holder | $758 | $4,234-82.1% | $6,560-88.5% | $6,261-87.9% |