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 | $15,414 | $48,364-68.1% | $71,796-78.5% | $62,881-75.5% |
| Participation rate | 70.6% | 60.6%+10.0pp | 69.1%+1.5pp | 69.3%+1.3pp |
| Annual return | 5.83% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $249 | $1,042-76.1% | $1,924-87.0% | $2,281-89.1% |
| Participant deferral / active EE | $1,295 | $2,091-38.1% | $2,794-53.7% | $3,203-59.6% |
| Admin fee / account holder | $1,383 | $3,771-63.3% | $4,815-71.3% | $4,296-67.8% |