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 | $13,171 | $165,361-92.0% | $149,715-91.2% | $158,950-91.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 21.34% | 348.24%-326.9pp | 276.66%-255.3pp | 302.91%-281.6pp |
| Employer contribution / active EE | $1,680 | $5,103-67.1% | $4,645-63.8% | $4,762-64.7% |
| Participant deferral / active EE | $4,695 | $7,182-34.6% | $6,842-31.4% | $5,983-21.5% |
| Admin fee / account holder | $418 | $10,808-96.1% | $9,310-95.5% | $11,248-96.3% |