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 | $6,489 | $165,399-96.1% | $149,745-95.7% | $158,982-95.9% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.6pp |
| Annual return | 9.16% | 348.34%-339.2pp | 276.72%-267.6pp | 302.99%-293.8pp |
| Employer contribution / active EE | $5,567 | $5,105+9.1% | $4,646+19.8% | $4,763+16.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,899 | $10,811-73.2% | $9,312-68.9% | $11,252-74.2% |