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 | $5,590 | $126,661-95.6% | $113,397-95.1% | $138,895-96.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 26.66% | 25.05%+1.6pp | 23.20%+3.5pp | 145.39%-118.7pp |
| Employer contribution / active EE | $983 | $3,456-71.6% | $2,977-67.0% | $4,194-76.6% |
| Participant deferral / active EE | $1,395 | $5,693-75.5% | $5,076-72.5% | $6,396-78.2% |
| Admin fee / account holder | $926 | $14,549-93.6% | $11,957-92.3% | $12,562-92.6% |