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 | $7,526 | $80,812-90.7% | $160,784-95.3% | $82,448-90.9% |
| Participation rate | 74.1% | 66.2%+7.8pp | 77.0%-2.9pp | 68.1%+6.0pp |
| Annual return | 18.20% | 100.59%-82.4pp | 1803.92%-1785.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $815 | $2,174-62.5% | $3,733-78.2% | $2,551-68.0% |
| Participant deferral / active EE | $1,285 | $4,335-70.4% | $6,293-79.6% | $4,139-69.0% |
| Admin fee / account holder | $618 | $7,695-92.0% | $9,717-93.6% | $7,234-91.5% |