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 | $30,195 | $89,739-66.4% | $149,721-79.8% | $62,293-51.5% |
| Participation rate | 80.0% | 85.1%-5.1pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 29.38% | 21.01%+8.4pp | 1501.67%-1472.3pp | 28.90%+0.5pp |
| Employer contribution / active EE | $2,665 | $3,233-17.6% | $5,444-51.0% | $2,042+30.5% |
| Participant deferral / active EE | $4,595 | $4,797-4.2% | $6,568-30.0% | $3,169+45.0% |
| Admin fee / account holder | $1,906 | $551+245.8% | $11,282-83.1% | $479+297.7% |