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 | $11,237 | $149,778-92.5% | $118,946-90.6% | $158,950-92.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 14.48% | 19.95%-5.5pp | 35.89%-21.4pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,420 | $4,117-65.5% | $3,263-56.5% | $4,762-70.2% |
| Participant deferral / active EE | $1,991 | $5,225-61.9% | $4,266-53.3% | $5,983-66.7% |
| Admin fee / account holder | $460 | $8,604-94.6% | $6,581-93.0% | $11,248-95.9% |