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 | $15,925 | $71,872-77.8% | $86,691-81.6% | $68,495-76.8% |
| Participation rate | 85.1% | 72.2%+12.9pp | 76.6%+8.5pp | 67.9%+17.2pp |
| Annual return | -16.33% | 3.53%-19.9pp | 35.94%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,009 | $2,173-7.6% | $2,837-29.2% | $2,596-22.6% |
| Participant deferral / active EE | $2,797 | $3,779-26.0% | $4,656-39.9% | $4,028-30.6% |
| Admin fee / account holder | $3,530 | $6,112-42.3% | $7,492-52.9% | $5,403-34.7% |