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 | $6,743 | $183,516-96.3% | $155,534-95.7% | $145,884-95.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.29% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,521 | $5,315-71.4% | $4,675-67.5% | $4,662-67.4% |
| Participant deferral / active EE | $981 | $6,467-84.8% | $5,630-82.6% | $6,690-85.3% |
| Admin fee / account holder | $1,470 | $19,293-92.4% | $15,900-90.8% | $13,392-89.0% |