Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,201 | $209,428-92.3% | $178,498-90.9% | $158,950-89.8% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 28.18% | 188.78%-160.6pp | 151.09%-122.9pp | 302.91%-274.7pp |
| Employer contribution / active EE | $1,276 | $5,707-77.6% | $5,011-74.5% | $4,762-73.2% |
| Participant deferral / active EE | $3,117 | $5,955-47.7% | $5,202-40.1% | $5,983-47.9% |
| Admin fee / account holder | $472 | $17,077-97.2% | $13,985-96.6% | $11,248-95.8% |