Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,458 | $83,898-85.2% | $133,346-90.7% | $94,015-86.7% |
| Participation rate | 95.5% | 63.4%+32.1pp | 72.8%+22.6pp | 70.8%+24.6pp |
| Annual return | 68.58% | 16.00%+52.6pp | 36.85%+31.7pp | 17.84%+50.7pp |
| Employer contribution / active EE | $1,532 | $1,821-15.9% | $2,853-46.3% | $2,790-45.1% |
| Participant deferral / active EE | $3,873 | $3,245+19.4% | $4,332-10.6% | $4,249-8.9% |
| Admin fee / account holder | $5,099 | $7,809-34.7% | $14,264-64.3% | $8,951-43.0% |