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 | $10,846 | $89,367-87.9% | $141,191-92.3% | $72,975-85.1% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 39.95% | 111.87%-71.9pp | 71.41%-31.5pp | 81.01%-41.1pp |
| Employer contribution / active EE | $1,058 | $3,115-66.0% | $4,736-77.7% | $2,440-56.7% |
| Participant deferral / active EE | $1,889 | $5,419-65.1% | $6,710-71.8% | $3,608-47.6% |
| Admin fee / account holder | $871 | $5,957-85.4% | $10,264-91.5% | $5,124-83.0% |