Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,382 | $162,821-89.9% | $133,978-87.8% | $158,982-89.7% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.6pp |
| Annual return | 25.55% | 41.95%-16.4pp | 45.10%-19.5pp | 302.99%-277.4pp |
| Employer contribution / active EE | $1,956 | $4,976-60.7% | $3,919-50.1% | $4,763-58.9% |
| Participant deferral / active EE | $3,347 | $5,910-43.4% | $5,047-33.7% | $5,983-44.1% |
| Admin fee / account holder | $451 | $11,742-96.2% | $8,930-94.9% | $11,252-96.0% |