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 | $16,515 | $184,000-91.0% | $162,185-89.8% | $152,909-89.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 17.99% | 150.80%-132.8pp | 115.61%-97.6pp | 345.46%-327.5pp |
| Employer contribution / active EE | $1,602 | $6,370-74.9% | $5,613-71.5% | $4,764-66.4% |
| Participant deferral / active EE | $1,127 | $8,033-86.0% | $7,297-84.6% | $5,851-80.7% |
| Admin fee / account holder | $2,302 | $13,124-82.5% | $10,844-78.8% | $11,601-80.2% |