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 | $2,805 | $78,690-96.4% | $161,489-98.3% | $87,485-96.8% |
| Participation rate | 76.0% | 67.5%+8.5pp | 78.7%-2.7pp | 68.9%+7.1pp |
| Annual return | 21.83% | 32.74%-10.9pp | 89.72%-67.9pp | 26.06%-4.2pp |
| Employer contribution / active EE | $816 | $2,588-68.5% | $4,268-80.9% | $2,596-68.6% |
| Participant deferral / active EE | $869 | $3,311-73.7% | $5,630-84.6% | $4,274-79.7% |
| Admin fee / account holder | $719 | $6,724-89.3% | $16,006-95.5% | $7,775-90.8% |