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 | $23,700 | $135,905-82.6% | $126,068-81.2% | $198,609-88.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.76% | 14.07%+5.7pp | 15.01%+4.7pp | 202.70%-182.9pp |
| Employer contribution / active EE | $1,814 | $4,245-57.3% | $3,968-54.3% | $5,055-64.1% |
| Participant deferral / active EE | $1,871 | $8,523-78.1% | $8,214-77.2% | $6,977-73.2% |
| Admin fee / account holder | $3,889 | $21,036-81.5% | $18,264-78.7% | $19,030-79.6% |