Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,795 | $181,062-97.9% | $158,223-97.6% | $155,188-97.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.58% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,591 | $4,565-65.1% | $4,109-61.3% | $4,248-62.5% |
| Participant deferral / active EE | $1,805 | $6,134-70.6% | $5,467-67.0% | $6,531-72.4% |
| Admin fee / account holder | $6,824 | $18,825-63.7% | $16,047-57.5% | $14,480-52.9% |