Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,300 | $156,616-96.6% | $133,346-96.0% | $198,609-97.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 18.17% | 44.25%-26.1pp | 36.85%-18.7pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,112 | $3,368-67.0% | $2,853-61.0% | $5,055-78.0% |
| Participant deferral / active EE | $1,208 | $4,920-75.4% | $4,332-72.1% | $6,977-82.7% |
| Admin fee / account holder | $915 | $17,468-94.8% | $14,264-93.6% | $19,030-95.2% |