Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,250 | $91,559-77.9% | $133,959-84.9% | $79,858-74.6% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 14.59% | 61.85%-47.3pp | 45.09%-30.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $808 | $2,384-66.1% | $3,919-79.4% | $2,471-67.3% |
| Participant deferral / active EE | $4,395 | $3,734+17.7% | $5,047-12.9% | $3,740+17.5% |
| Admin fee / account holder | $3,205 | $6,321-49.3% | $8,928-64.1% | $5,306-39.6% |