Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,905 | $72,492-91.9% | $87,104-93.2% | $72,975-91.9% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.9%+3.8pp | 69.5%+11.2pp |
| Annual return | 34.40% | 24.46%+9.9pp | 28.19%+6.2pp | 81.01%-46.6pp |
| Employer contribution / active EE | $1,113 | $1,894-41.3% | $2,521-55.9% | $2,440-54.4% |
| Participant deferral / active EE | $1,438 | $3,270-56.0% | $4,048-64.5% | $3,608-60.1% |
| Admin fee / account holder | $338 | $5,055-93.3% | $7,491-95.5% | $5,124-93.4% |