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 | $10,949 | $99,345-89.0% | $84,753-87.1% | $273,972-96.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.33% | 22.93%-13.6pp | 22.78%-13.4pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,270 | $4,214-69.9% | $3,574-64.5% | $4,869-73.9% |
| Participant deferral / active EE | $3,886 | $4,270-9.0% | $3,712+4.7% | $5,287-26.5% |
| Admin fee / account holder | $396 | $6,645-94.0% | $5,333-92.6% | $10,133-96.1% |