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 | $5,228 | $58,627-91.1% | $76,735-93.2% | $82,448-93.7% |
| Participation rate | 81.1% | 63.2%+17.9pp | 69.5%+11.6pp | 68.1%+13.0pp |
| Annual return | 21.91% | 39.10%-17.2pp | 29.77%-7.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $605 | $1,729-65.0% | $2,454-75.4% | $2,551-76.3% |
| Participant deferral / active EE | $1,584 | $3,134-49.4% | $4,088-61.2% | $4,139-61.7% |
| Admin fee / account holder | $832 | $5,323-84.4% | $7,189-88.4% | $7,234-88.5% |