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 | $20,605 | $56,197-63.3% | $67,652-69.5% | $59,633-65.4% |
| Participation rate | 92.9% | 71.5%+21.4pp | 75.7%+17.2pp | 68.7%+24.2pp |
| Annual return | 1.44% | 18508.10%-18506.7pp | 6625.40%-6624.0pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $2,439 | $1,615+51.1% | $2,266+7.7% | $2,203+10.7% |
| Participant deferral / active EE | $5,333 | $2,844+87.6% | $3,560+49.8% | $3,192+67.1% |
| Admin fee / account holder | $1,341 | $3,958-66.1% | $4,821-72.2% | $4,297-68.8% |