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 | $21,359 | $185,883-88.5% | $170,043-87.4% | $139,466-84.7% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 22.86% | 60.54%-37.7pp | 53.40%-30.5pp | 373.66%-350.8pp |
| Employer contribution / active EE | $1,456 | $7,596-80.8% | $6,790-78.5% | $4,754-69.4% |
| Participant deferral / active EE | $5,243 | $11,626-54.9% | $10,410-49.6% | $6,712-21.9% |
| Admin fee / account holder | $1,108 | $15,393-92.8% | $12,824-91.4% | $11,409-90.3% |