Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,352 | $126,661-87.9% | $113,397-86.5% | $138,895-88.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.79% | 25.05%-12.3pp | 23.20%-10.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,684 | $3,456-51.3% | $2,977-43.4% | $4,194-59.9% |
| Participant deferral / active EE | $2,224 | $5,693-60.9% | $5,076-56.2% | $6,396-65.2% |
| Admin fee / account holder | $10,772 | $14,549-26.0% | $11,957-9.9% | $12,562-14.3% |