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 | $16,504 | $46,072-64.2% | $69,779-76.3% | $55,167-70.1% |
| Participation rate | 73.2% | 67.5%+5.8pp | 71.8%+1.4pp | 69.0%+4.2pp |
| Annual return | 5.60% | 8.68%-3.1pp | 12.99%-7.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $431 | $1,500-71.3% | $2,338-81.6% | $1,963-78.0% |
| Participant deferral / active EE | $1,052 | $2,344-55.1% | $2,931-64.1% | $3,054-65.5% |
| Admin fee / account holder | $524 | $428+22.5% | $4,381-88.0% | $504+4.0% |