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 | $12,689 | $62,592-79.7% | $85,693-85.2% | $85,856-85.2% |
| Participation rate | 97.9% | 61.1%+36.8pp | 69.9%+28.1pp | 69.3%+28.6pp |
| Annual return | 14.82% | 23.77%-9.0pp | 21.49%-6.7pp | 318.58%-303.8pp |
| Employer contribution / active EE | $1,466 | $1,755-16.5% | $2,618-44.0% | $2,565-42.9% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,788 | $4,643-18.4% | $6,874-44.9% | $6,261-39.5% |