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 | $18,806 | $181,896-89.7% | $156,551-88.0% | $273,972-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.13% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,275 | $6,248-47.6% | $5,501-40.5% | $4,869-32.7% |
| Participant deferral / active EE | $2,524 | $5,550-54.5% | $4,871-48.2% | $5,287-52.3% |
| Admin fee / account holder | $1,014 | $15,560-93.5% | $13,028-92.2% | $10,133-90.0% |