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 | $6,595 | $65,712-90.0% | $57,196-88.5% | $273,972-97.6% |
| Participation rate | 70.0% | 78.3%-8.3pp | 75.3%-5.3pp | 83.0%-13.0pp |
| Annual return | 16.14% | 22.01%-5.9pp | 14.59%+1.6pp | 41.46%-25.3pp |
| Employer contribution / active EE | $1,816 | $3,280-44.6% | $2,683-32.3% | $4,869-62.7% |
| Participant deferral / active EE | $3,780 | $3,7820% | $3,096+22.1% | $5,287-28.5% |
| Admin fee / account holder | $3,627 | $4,838-25.0% | $3,141+15.5% | $10,133-64.2% |