Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,780 | $171,492-82.1% | $150,734-79.6% | $198,609-84.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.11% | 804.70%-797.6pp | 600.81%-593.7pp | 202.70%-195.6pp |
| Employer contribution / active EE | $5,060 | $5,470-7.5% | $4,918+2.9% | $5,055+0.1% |
| Participant deferral / active EE | $2,525 | $6,259-59.7% | $5,610-55.0% | $6,977-63.8% |
| Admin fee / account holder | $8,327 | $17,628-52.8% | $14,905-44.1% | $19,030-56.2% |