Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,580 | $72,492-78.5% | $87,104-82.1% | $72,975-78.7% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 46.01% | 24.46%+21.6pp | 28.19%+17.8pp | 81.01%-35.0pp |
| Employer contribution / active EE | $832 | $1,894-56.1% | $2,521-67.0% | $2,440-65.9% |
| Participant deferral / active EE | $1,132 | $3,270-65.4% | $4,048-72.0% | $3,608-68.6% |
| Admin fee / account holder | $881 | $5,055-82.6% | $7,491-88.2% | $5,124-82.8% |