Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,928 | $106,280-93.5% | $96,538-92.8% | $139,487-95.0% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 15.73% | 38.48%-22.8pp | 35.74%-20.0pp | 373.84%-358.1pp |
| Employer contribution / active EE | $5,480 | $4,107+33.4% | $3,740+46.5% | $4,755+15.2% |
| Participant deferral / active EE | $1,181 | $5,457-78.4% | $4,880-75.8% | $6,713-82.4% |
| Admin fee / account holder | $3,174 | $7,888-59.8% | $6,737-52.9% | $11,407-72.2% |