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 | $7,587 | $105,960-92.8% | $81,726-90.7% | $158,982-95.2% |
| Participation rate | 92.9% | 75.6%+17.2pp | 72.0%+20.9pp | 82.0%+10.9pp |
| Annual return | 11.73% | 38.19%-26.5pp | 29.49%-17.8pp | 302.99%-291.3pp |
| Employer contribution / active EE | $3,350 | $7,805-57.1% | $4,311-22.3% | $4,763-29.7% |
| Participant deferral / active EE | $48 | $13,011-99.6% | $7,108-99.3% | $5,983-99.2% |
| Admin fee / account holder | $3,590 | $8,494-57.7% | $5,160-30.4% | $11,252-68.1% |