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 | $6,007 | $154,228-96.1% | $145,433-95.9% | $137,256-95.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 13.56% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $874 | $4,804-81.8% | $4,554-80.8% | $4,156-79.0% |
| Participant deferral / active EE | $1,982 | $8,216-75.9% | $7,897-74.9% | $6,407-69.1% |
| Admin fee / account holder | $3,824 | $14,344-73.3% | $13,129-70.9% | $12,270-68.8% |