Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,024 | $124,425-86.3% | $112,040-84.8% | $137,256-87.6% |
| Participation rate | 76.2% | 79.3%-3.1pp | 76.5%-0.3pp | 80.0%-3.8pp |
| Annual return | 71.93% | 24.72%+47.2pp | 24.52%+47.4pp | 220.34%-148.4pp |
| Employer contribution / active EE | $2,390 | $3,411-29.9% | $2,954-19.1% | $4,156-42.5% |
| Participant deferral / active EE | $3,997 | $5,718-30.1% | $5,098-21.6% | $6,407-37.6% |
| Admin fee / account holder | $745 | $15,207-95.1% | $12,098-93.8% | $12,270-93.9% |