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.
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 | $9,362 | $85,766-89.1% | $136,298-93.1% | $70,126-86.6% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 23.90% | 31.46%-7.6pp | 5156.27%-5132.4pp | 73.15%-49.3pp |
| Employer contribution / active EE | $1,496 | $2,966-49.6% | $4,696-68.1% | $2,343-36.1% |
| Participant deferral / active EE | $2,056 | $5,051-59.3% | $6,247-67.1% | $3,332-38.3% |
| Admin fee / account holder | $1,048 | $5,421-80.7% | $9,244-88.7% | $4,645-77.4% |