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 | $27,064 | $239,571-88.7% | $183,328-85.2% | $137,256-80.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 19.00% | 35.69%-16.7pp | 29.67%-10.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,292 | $6,148-62.7% | $5,055-54.7% | $4,156-44.9% |
| Participant deferral / active EE | $4,748 | $7,995-40.6% | $6,795-30.1% | $6,407-25.9% |
| Admin fee / account holder | $2,028 | $30,059-93.3% | $21,427-90.5% | $12,270-83.5% |