Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,577 | $162,821-86.7% | $133,978-83.9% | $158,982-86.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.60% | 41.95%-22.4pp | 45.10%-25.5pp | 302.99%-283.4pp |
| Employer contribution / active EE | $3,736 | $4,976-24.9% | $3,919-4.7% | $4,763-21.5% |
| Participant deferral / active EE | $3,818 | $5,910-35.4% | $5,047-24.4% | $5,983-36.2% |
| Admin fee / account holder | $662 | $11,742-94.4% | $8,930-92.6% | $11,252-94.1% |