Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,478 | $114,013-96.9% | $103,693-96.6% | $155,188-97.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.36% | 49.31%-35.9pp | 47.61%-34.2pp | 148.84%-135.5pp |
| Employer contribution / active EE | $294 | $3,131-90.6% | $2,920-89.9% | $4,248-93.1% |
| Participant deferral / active EE | $897 | $4,970-81.9% | $4,579-80.4% | $6,531-86.3% |
| Admin fee / account holder | $336 | $8,407-96.0% | $7,858-95.7% | $14,480-97.7% |