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 | $19,474 | $78,707-75.3% | $117,861-83.5% | $70,126-72.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.48% | 23.30%-5.8pp | 335.11%-317.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,186 | $2,223-46.7% | $3,786-68.7% | $2,343-49.4% |
| Participant deferral / active EE | $2,369 | $3,297-28.1% | $4,482-47.1% | $3,332-28.9% |
| Admin fee / account holder | $2,367 | $5,066-53.3% | $8,021-70.5% | $4,645-49.1% |