Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,974 | $167,353-89.9% | $143,797-88.2% | $134,545-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.97% | 0.48%+4.5pp | -0.04%+5.0pp | 418.37%-413.4pp |
| Employer contribution / active EE | $1,349 | $5,620-76.0% | $4,952-72.8% | $4,742-71.5% |
| Participant deferral / active EE | $352 | $6,447-94.5% | $5,638-93.8% | $6,401-94.5% |
| Admin fee / account holder | $3,918 | $18,096-78.4% | $14,679-73.3% | $11,431-65.7% |