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 | $25,684 | $71,523-64.1% | $98,461-73.9% | $71,511-64.1% |
| Participation rate | 82.4% | 72.7%+9.7pp | 75.2%+7.2pp | 67.9%+14.4pp |
| Annual return | 16.90% | 32.43%-15.5pp | 21.17%-4.3pp | 28.86%-12.0pp |
| Employer contribution / active EE | $847 | $2,399-64.7% | $3,049-72.2% | $2,589-67.3% |
| Participant deferral / active EE | $2,416 | $4,109-41.2% | $4,738-49.0% | $4,291-43.7% |
| Admin fee / account holder | $3,985 | $1,676+137.8% | $8,961-55.5% | $1,588+150.9% |