Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,484 | $48,076-76.1% | $78,690-85.4% | $62,891-81.7% |
| Participation rate | 90.9% | 65.2%+25.7pp | 73.6%+17.3pp | 69.3%+21.6pp |
| Annual return | 37.02% | 31.35%+5.7pp | 62.18%-25.2pp | 20.14%+16.9pp |
| Employer contribution / active EE | $4,301 | $2,015+113.5% | $2,851+50.9% | $2,281+88.6% |
| Participant deferral / active EE | $3,980 | $2,588+53.8% | $3,517+13.2% | $3,203+24.2% |
| Admin fee / account holder | $3,907 | $3,207+21.8% | $4,511-13.4% | $4,296-9.1% |