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 | $229,954 | $59,553+286.1% | $83,167+176.5% | $50,876+352.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 77.9%+22.1pp | 15.7%+84.3pp |
| Annual return | 1.88% | -0.78%+2.7pp | -0.37%+2.3pp | -7.14%+9.0pp |
| Employer contribution / active EE | $4,112 | $11,650-64.7% | $27,460-85.0% | $14,613-71.9% |
| Participant deferral / active EE | $3,516 | $997+252.7% | $1,021+244.2% | $60+5743.6% |
| Admin fee / account holder | $839 | $1,768-52.6% | $3,063-72.6% | $1,191-29.6% |