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 | $22,258 | $135,956-83.6% | $123,894-82.0% | $273,970-91.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.48% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $6,534 | $5,170+26.4% | $4,617+41.5% | $4,869+34.2% |
| Participant deferral / active EE | $8,644 | $6,343+36.3% | $5,984+44.5% | $5,287+63.5% |
| Admin fee / account holder | $12,235 | $9,817+24.6% | $8,357+46.4% | $10,132+20.7% |