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 | $10,992 | $106,247-89.7% | $96,515-88.6% | $139,466-92.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.93% | 38.47%-22.5pp | 35.73%-19.8pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,499 | $4,106-63.5% | $3,740-59.9% | $4,754-68.5% |
| Participant deferral / active EE | $2,537 | $5,456-53.5% | $4,880-48.0% | $6,712-62.2% |
| Admin fee / account holder | $718 | $7,885-90.9% | $6,735-89.3% | $11,409-93.7% |