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 | $6,603 | $85,766-92.3% | $136,297-95.2% | $70,124-90.6% |
| Participation rate | 82.1% | 74.2%+7.9pp | 81.9%+0.1pp | 69.5%+12.5pp |
| Annual return | 20.67% | 31.45%-10.8pp | 5156.19%-5135.5pp | 73.14%-52.5pp |
| Employer contribution / active EE | $678 | $2,966-77.2% | $4,696-85.6% | $2,342-71.1% |
| Participant deferral / active EE | $2,023 | $5,051-59.9% | $6,247-67.6% | $3,332-39.3% |
| Admin fee / account holder | $477 | $5,420-91.2% | $9,244-94.8% | $4,645-89.7% |