Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,340 | $183,627-95.5% | $155,602-94.6% | $145,978-94.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.20% | 61.32%-47.1pp | 64.81%-50.6pp | 550.52%-536.3pp |
| Employer contribution / active EE | $2,214 | $5,316-58.4% | $4,675-52.7% | $4,662-52.5% |
| Participant deferral / active EE | $2,854 | $6,466-55.9% | $5,629-49.3% | $6,690-57.3% |
| Admin fee / account holder | $1,904 | $19,327-90.1% | $15,923-88.0% | $13,400-85.8% |