Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,040 | $64,920-87.6% | $103,693-92.2% | $86,983-90.8% |
| Participation rate | 81.0% | 63.6%+17.4pp | 72.6%+8.3pp | 69.5%+11.4pp |
| Annual return | 19.12% | 30.29%-11.2pp | 47.61%-28.5pp | 25.83%-6.7pp |
| Employer contribution / active EE | $320 | $2,141-85.0% | $2,920-89.0% | $2,584-87.6% |
| Participant deferral / active EE | $1,015 | $3,241-68.7% | $4,579-77.8% | $4,194-75.8% |
| Admin fee / account holder | $353 | $6,191-94.3% | $7,858-95.5% | $7,856-95.5% |