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.
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 | $19,364 | $81,208-76.2% | $98,920-80.4% | $79,856-75.8% |
| Participation rate | 73.7% | 72.5%+1.2pp | 76.0%-2.3pp | 69.6%+4.0pp |
| Annual return | 10.40% | 60.99%-50.6pp | 196.47%-186.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,507 | $1,960-23.1% | $2,689-43.9% | $2,471-39.0% |
| Participant deferral / active EE | $1,336 | $3,265-59.1% | $4,245-68.5% | $3,741-64.3% |
| Admin fee / account holder | $307 | $6,013-94.9% | $6,643-95.4% | $5,306-94.2% |