Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,000 | $156,398-95.5% | $147,318-95.2% | $138,895-95.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 17.94% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $987 | $4,853-79.7% | $4,593-78.5% | $4,194-76.5% |
| Participant deferral / active EE | $1,015 | $8,237-87.7% | $7,906-87.2% | $6,396-84.1% |
| Admin fee / account holder | $1,206 | $14,976-91.9% | $13,708-91.2% | $12,562-90.4% |