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 | $24,896 | $217,432-88.6% | $185,849-86.6% | $167,536-85.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.71% | 148.42%-132.7pp | 122.10%-106.4pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,651 | $5,875-71.9% | $5,169-68.1% | $4,839-65.9% |
| Participant deferral / active EE | $1,357 | $6,357-78.7% | $5,569-75.6% | $6,342-78.6% |
| Admin fee / account holder | $1,951 | $19,818-90.2% | $16,244-88.0% | $12,315-84.2% |