Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,764 | $81,208-89.2% | $98,920-91.1% | $79,856-89.0% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.7pp | 69.6%+8.1pp |
| Annual return | 17.18% | 60.99%-43.8pp | 196.47%-179.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $6,016 | $1,960+207.0% | $2,689+123.7% | $2,471+143.4% |
| Participant deferral / active EE | $797 | $3,265-75.6% | $4,245-81.2% | $3,741-78.7% |
| Admin fee / account holder | $10,778 | $6,013+79.2% | $6,643+62.3% | $5,306+103.1% |