Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,166 | $75,832-84.0% | $147,617-91.8% | $59,633-79.6% |
| Participation rate | 85.3% | 71.6%+13.7pp | 84.6%+0.7pp | 68.7%+16.6pp |
| Annual return | 0.23% | 0.37%-0.1pp | 61.98%-61.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $673 | $3,485-80.7% | $5,564-87.9% | $2,203-69.4% |
| Participant deferral / active EE | $494 | $3,131-84.2% | $4,895-89.9% | $3,192-84.5% |
| Admin fee / account holder | $2,251 | $5,986-62.4% | $11,612-80.6% | $4,297-47.6% |