Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,928 | $94,031-79.9% | $115,768-83.7% | $82,448-77.0% |
| Participation rate | 97.9% | 70.4%+27.5pp | 74.4%+23.5pp | 68.1%+29.8pp |
| Annual return | 21.93% | 20.61%+1.3pp | 100.46%-78.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,111 | $2,323-52.2% | $2,940-62.2% | $2,551-56.4% |
| Participant deferral / active EE | $2,634 | $3,972-33.7% | $4,917-46.4% | $4,139-36.4% |
| Admin fee / account holder | $1,136 | $10,249-88.9% | $12,439-90.9% | $7,234-84.3% |