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 | $14,050 | $176,786-92.1% | $146,643-90.4% | $167,536-91.6% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 14.07% | 24.04%-10.0pp | 22.75%-8.7pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,990 | $5,161-61.5% | $4,137-51.9% | $4,839-58.9% |
| Participant deferral / active EE | $2,237 | $6,440-65.3% | $5,506-59.4% | $6,342-64.7% |
| Admin fee / account holder | $12,964 | $13,262-2.2% | $10,280+26.1% | $12,315+5.3% |