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 | $6,487 | $49,025-86.8% | $87,502-92.6% | $62,881-89.7% |
| Participation rate | 94.0% | 64.9%+29.2pp | 73.8%+20.2pp | 69.3%+24.7pp |
| Annual return | 26.30% | 10.02%+16.3pp | 12.21%+14.1pp | 20.14%+6.2pp |
| Employer contribution / active EE | $1,377 | $1,372+0.4% | $2,550-46.0% | $2,281-39.6% |
| Participant deferral / active EE | $2,818 | $2,289+23.1% | $3,149-10.5% | $3,203-12.0% |
| Admin fee / account holder | $312 | $4,065-92.3% | $4,221-92.6% | $4,296-92.7% |