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 | $8,014 | $154,228-94.8% | $145,433-94.5% | $137,256-94.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 32.00% | 74.59%-42.6pp | 66.58%-34.6pp | 220.34%-188.3pp |
| Employer contribution / active EE | $1,315 | $4,804-72.6% | $4,554-71.1% | $4,156-68.4% |
| Participant deferral / active EE | $1,658 | $8,216-79.8% | $7,897-79.0% | $6,407-74.1% |
| Admin fee / account holder | $1,085 | $14,344-92.4% | $13,129-91.7% | $12,270-91.2% |