Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,298 | $72,404-67.8% | $110,243-78.9% | $64,173-63.7% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.5pp | 69.6%+12.8pp |
| Annual return | 0.17% | -6.29%+6.5pp | 314.76%-314.6pp | 7.63%-7.5pp |
| Employer contribution / active EE | $718 | $2,282-68.5% | $3,827-81.2% | $2,381-69.9% |
| Participant deferral / active EE | $3,485 | $3,469+0.5% | $4,672-25.4% | $3,470+0.4% |
| Admin fee / account holder | $26,979 | $5,664+376.3% | $8,548+215.6% | $4,887+452.0% |