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 | $3,956 | $97,289-95.9% | $92,805-95.7% | $155,188-97.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 30.81% | 29.03%+1.8pp | 31.59%-0.8pp | 148.84%-118.0pp |
| Employer contribution / active EE | $1,267 | $3,632-65.1% | $3,424-63.0% | $4,248-70.2% |
| Participant deferral / active EE | $2,456 | $8,795-72.1% | $8,448-70.9% | $6,531-62.4% |
| Admin fee / account holder | $2,034 | $12,015-83.1% | $10,911-81.4% | $14,480-86.0% |