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 | $12,245 | $86,288-85.8% | $111,306-89.0% | $85,851-85.7% |
| Participation rate | 80.6% | 73.3%+7.3pp | 77.3%+3.3pp | 69.3%+11.3pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,996 | $2,044-2.3% | $2,732-26.9% | $2,565-22.2% |
| Participant deferral / active EE | $5,598 | $3,641+53.7% | $4,488+24.7% | $3,952+41.6% |
| Admin fee / account holder | $1,644 | $8,189-79.9% | $7,966-79.4% | $6,261-73.7% |