Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,684 | $114,119-94.1% | $107,187-93.8% | $138,895-95.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 23.27% | 273.21%-249.9pp | 204.55%-181.3pp | 145.39%-122.1pp |
| Employer contribution / active EE | $1,202 | $4,059-70.4% | $3,782-68.2% | $4,194-71.3% |
| Participant deferral / active EE | $1,924 | $5,538-65.3% | $5,096-62.2% | $6,396-69.9% |
| Admin fee / account holder | $789 | $10,024-92.1% | $9,162-91.4% | $12,562-93.7% |