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 | $17,454 | $202,345-91.4% | $172,755-89.9% | $152,885-88.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.70% | 1029.77%-1014.1pp | 802.94%-787.2pp | 345.39%-329.7pp |
| Employer contribution / active EE | $1,313 | $5,858-77.6% | $5,144-74.5% | $4,763-72.4% |
| Participant deferral / active EE | $2,030 | $5,948-65.9% | $5,198-60.9% | $5,851-65.3% |
| Admin fee / account holder | $1,872 | $17,111-89.1% | $13,955-86.6% | $11,598-83.9% |