Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,693 | $124,346-81.8% | $111,306-79.6% | $167,553-86.5% |
| Participation rate | 79.2% | 79.6%-0.5pp | 77.3%+1.8pp | 82.1%-2.9pp |
| Annual return | 13.38% | 37.46%-24.1pp | 54.67%-41.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $1,687 | $3,438-50.9% | $2,732-38.2% | $4,840-65.1% |
| Participant deferral / active EE | $3,039 | $5,182-41.3% | $4,488-32.3% | $6,343-52.1% |
| Admin fee / account holder | $1,589 | $10,623-85.0% | $7,966-80.1% | $12,316-87.1% |