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 | $15,932 | $117,846-86.5% | $102,434-84.4% | $145,884-89.1% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 9.62% | 31.90%-22.3pp | 29.46%-19.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,769 | $3,615-51.1% | $3,023-41.5% | $4,662-62.1% |
| Participant deferral / active EE | $2,910 | $5,733-49.2% | $5,055-42.4% | $6,690-56.5% |
| Admin fee / account holder | $7,146 | $13,356-46.5% | $9,462-24.5% | $13,392-46.6% |