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 | $27,578 | $78,707-65.0% | $117,861-76.6% | $70,126-60.7% |
| Participation rate | 86.5% | 73.2%+13.3pp | 79.7%+6.8pp | 69.5%+16.9pp |
| Annual return | 19.10% | 23.30%-4.2pp | 335.11%-316.0pp | 73.15%-54.1pp |
| Employer contribution / active EE | $4,360 | $2,223+96.1% | $3,786+15.2% | $2,343+86.1% |
| Participant deferral / active EE | $3,106 | $3,297-5.8% | $4,482-30.7% | $3,332-6.8% |
| Admin fee / account holder | $316 | $5,066-93.8% | $8,021-96.1% | $4,645-93.2% |