Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,369 | $78,015-86.7% | $178,505-94.2% | $80,959-87.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 17.76% | 18.10%-0.3pp | 27.16%-9.4pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,344 | $2,281-41.1% | $3,955-66.0% | $2,757-51.2% |
| Participant deferral / active EE | $829 | $4,406-81.2% | $6,280-86.8% | $4,300-80.7% |
| Admin fee / account holder | $342 | $7,160-95.2% | $10,428-96.7% | $6,925-95.1% |