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 | $37,923 | $138,386-72.6% | $184,260-79.4% | $80,935-53.1% |
| Participation rate | 79.6% | 83.9%-4.3pp | 86.8%-7.2pp | 67.7%+11.9pp |
| Annual return | 19.54% | 20.02%-0.5pp | 28.84%-9.3pp | 35.66%-16.1pp |
| Employer contribution / active EE | $3,807 | $4,851-21.5% | $6,427-40.8% | $2,757+38.1% |
| Participant deferral / active EE | $7,229 | $7,076+2.2% | $9,133-20.8% | $4,299+68.1% |
| Admin fee / account holder | $4,488 | $10,489-57.2% | $13,898-67.7% | $6,924-35.2% |