Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,395 | $127,387-83.2% | $115,038-81.4% | $125,389-82.9% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 2.63% | 31.28%-28.7pp | 26.14%-23.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,326 | $6,423-1.5% | $6,026+5.0% | $5,352+18.2% |
| Admin fee / account holder | $934 | $9,516-90.2% | $8,175-88.6% | $9,541-90.2% |