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 | $15,724 | $94,436-83.3% | $115,599-86.4% | $82,637-81.0% |
| Participation rate | 74.4% | 70.4%+4.0pp | 74.3%+0.1pp | 68.1%+6.4pp |
| Annual return | 25.04% | 18.37%+6.7pp | 111.10%-86.1pp | 53.51%-28.5pp |
| Employer contribution / active EE | $1,351 | $2,324-41.9% | $2,955-54.3% | $2,552-47.1% |
| Participant deferral / active EE | $1,610 | $3,955-59.3% | $4,889-67.1% | $4,126-61.0% |
| Admin fee / account holder | $537 | $10,328-94.8% | $12,841-95.8% | $7,339-92.7% |