Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,593 | $183,988-91.0% | $162,177-89.8% | $152,897-89.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 23.22% | 150.79%-127.6pp | 115.60%-92.4pp | 345.43%-322.2pp |
| Employer contribution / active EE | $2,530 | $6,370-60.3% | $5,613-54.9% | $4,764-46.9% |
| Participant deferral / active EE | $2,587 | $8,032-67.8% | $7,297-64.5% | $5,851-55.8% |
| Admin fee / account holder | $953 | $13,123-92.7% | $10,843-91.2% | $11,599-91.8% |