Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,980 | $86,949-80.5% | $102,460-83.4% | $80,959-79.0% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.7%+27.2pp |
| Annual return | 21.32% | 18.89%+2.4pp | 29.47%-8.2pp | 35.67%-14.3pp |
| Employer contribution / active EE | $836 | $2,370-64.7% | $3,025-72.4% | $2,757-69.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $428 | $8,048-94.7% | $9,460-95.5% | $6,925-93.8% |