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 | $7,029 | $75,832-90.7% | $147,617-95.2% | $59,633-88.2% |
| Participation rate | 98.7% | 71.6%+27.2pp | 84.6%+14.1pp | 68.7%+30.0pp |
| Annual return | -0.34% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,282 | $3,485-63.2% | $5,564-77.0% | $2,203-41.8% |
| Participant deferral / active EE | $1,781 | $3,131-43.1% | $4,895-63.6% | $3,192-44.2% |
| Admin fee / account holder | $1,278 | $5,986-78.7% | $11,612-89.0% | $4,297-70.3% |