Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,371 | $159,978-89.1% | $147,041-88.2% | $145,978-88.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 18.23% | 98.36%-80.1pp | 419.21%-401.0pp | 550.52%-532.3pp |
| Employer contribution / active EE | $1,596 | $5,288-69.8% | $4,935-67.7% | $4,662-65.8% |
| Participant deferral / active EE | $2,963 | $8,429-64.9% | $8,071-63.3% | $6,690-55.7% |
| Admin fee / account holder | $1,392 | $15,053-90.8% | $13,006-89.3% | $13,400-89.6% |