Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,871 | $106,864-90.8% | $147,318-93.3% | $82,637-88.1% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.1%+11.2pp | 68.1%+25.2pp |
| Annual return | 19.06% | 27.49%-8.4pp | 70.43%-51.4pp | 53.51%-34.4pp |
| Employer contribution / active EE | $968 | $3,417-71.7% | $4,593-78.9% | $2,552-62.1% |
| Participant deferral / active EE | $1,150 | $6,496-82.3% | $7,906-85.5% | $4,126-72.1% |
| Admin fee / account holder | $326 | $8,415-96.1% | $13,708-97.6% | $7,339-95.6% |