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 | $16,857 | $63,342-73.4% | $92,236-81.7% | $70,131-76.0% |
| Participation rate | 79.6% | 68.7%+10.9pp | 76.5%+3.1pp | 69.5%+10.1pp |
| Annual return | 19.22% | 530.15%-510.9pp | 176.29%-157.1pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,784 | $2,471-27.8% | $3,679-51.5% | $2,342-23.8% |
| Participant deferral / active EE | $3,006 | $2,854+5.3% | $3,897-22.9% | $3,332-9.8% |
| Admin fee / account holder | $970 | $3,840-74.7% | $5,194-81.3% | $4,645-79.1% |