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 | $18,698 | $63,904-70.7% | $89,340-79.1% | $67,986-72.5% |
| Participation rate | 88.8% | 54.3%+34.5pp | 69.6%+19.2pp | 57.2%+31.6pp |
| Annual return | 14.45% | 18.09%-3.6pp | 20.57%-6.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $889 | $1,627-45.4% | $2,231-60.2% | $2,019-56.0% |
| Participant deferral / active EE | $2,011 | $2,691-25.3% | $3,823-47.4% | $3,358-40.1% |
| Admin fee / account holder | $4,586 | $3,315+38.4% | $6,704-31.6% | $3,203+43.2% |