Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,878 | $185,883-86.6% | $170,043-85.4% | $139,466-82.2% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 21.66% | 60.54%-38.9pp | 53.40%-31.7pp | 373.66%-352.0pp |
| Employer contribution / active EE | $2,930 | $7,596-61.4% | $6,790-56.9% | $4,754-38.4% |
| Participant deferral / active EE | $5,618 | $11,626-51.7% | $10,410-46.0% | $6,712-16.3% |
| Admin fee / account holder | $24,236 | $15,393+57.4% | $12,824+89.0% | $11,409+112.4% |