Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,624 | $196,972-93.6% | $182,262-93.1% | $198,609-93.6% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 18.85% | 158.27%-139.4pp | 140.60%-121.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $1,640 | $5,364-69.4% | $5,046-67.5% | $5,055-67.6% |
| Participant deferral / active EE | $3,049 | $8,643-64.7% | $8,276-63.2% | $6,977-56.3% |
| Admin fee / account holder | $2,845 | $18,429-84.6% | $16,712-83.0% | $19,030-85.0% |