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 | $29,718 | $135,905-78.1% | $126,068-76.4% | $198,609-85.0% |
| Participation rate | 73.9% | 85.6%-11.7pp | 84.7%-10.8pp | 82.4%-8.5pp |
| Annual return | 10.02% | 14.07%-4.0pp | 15.01%-5.0pp | 202.70%-192.7pp |
| Employer contribution / active EE | $2,428 | $4,245-42.8% | $3,968-38.8% | $5,055-52.0% |
| Participant deferral / active EE | $3,107 | $8,523-63.6% | $8,214-62.2% | $6,977-55.5% |
| Admin fee / account holder | $21,413 | $21,036+1.8% | $18,264+17.2% | $19,030+12.5% |