Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,585 | $105,284-75.7% | $150,734-83.0% | $94,015-72.8% |
| Participation rate | 88.3% | 71.7%+16.6pp | 78.4%+9.9pp | 70.8%+17.5pp |
| Annual return | 17.08% | 15.67%+1.4pp | 600.81%-583.7pp | 17.84%-0.8pp |
| Employer contribution / active EE | $1,108 | $3,599-69.2% | $4,918-77.5% | $2,790-60.3% |
| Participant deferral / active EE | $2,953 | $4,274-30.9% | $5,610-47.4% | $4,249-30.5% |
| Admin fee / account holder | $1,736 | $9,839-82.4% | $14,905-88.4% | $8,951-80.6% |