Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $97,648-80.6% | $121,663-84.4% | $87,485-78.4% |
| Participation rate | 93.0% | 70.5%+22.5pp | 74.5%+18.5pp | 68.9%+24.1pp |
| Annual return | 20.33% | 18.03%+2.3pp | 147.54%-127.2pp | 26.06%-5.7pp |
| Employer contribution / active EE | $947 | $2,300-58.8% | $3,020-68.6% | $2,596-63.5% |
| Participant deferral / active EE | $2,407 | $3,923-38.7% | $4,887-50.8% | $4,274-43.7% |
| Admin fee / account holder | $305 | $11,100-97.3% | $14,289-97.9% | $7,775-96.1% |