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 | $1,996 | $111,535-98.2% | $105,223-98.1% | $137,256-98.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.53% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,177 | $3,939-70.1% | $3,689-68.1% | $4,156-71.7% |
| Participant deferral / active EE | $891 | $5,500-83.8% | $5,072-82.4% | $6,407-86.1% |
| Admin fee / account holder | $627 | $9,721-93.6% | $8,859-92.9% | $12,270-94.9% |