Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,264 | $125,778-99.0% | $114,563-98.9% | $154,746-99.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 13.32% | 295.14%-281.8pp | 241.09%-227.8pp | 172.34%-159.0pp |
| Employer contribution / active EE | $297 | $2,806-89.4% | $2,592-88.6% | $4,379-93.2% |
| Participant deferral / active EE | $469 | $4,445-89.4% | $4,142-88.7% | $6,730-93.0% |
| Admin fee / account holder | $925 | $8,190-88.7% | $7,623-87.9% | $14,365-93.6% |