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 | $3,747 | $72,269-94.8% | $101,271-96.3% | $79,852-95.3% |
| Participation rate | 77.5% | 68.5%+9.0pp | 75.8%+1.7pp | 69.6%+7.9pp |
| Annual return | 72.71% | 22.29%+50.4pp | 46.48%+26.2pp | 31.72%+41.0pp |
| Employer contribution / active EE | $645 | $2,692-76.0% | $3,660-82.4% | $2,471-73.9% |
| Participant deferral / active EE | $1,313 | $3,282-60.0% | $4,371-70.0% | $3,740-64.9% |
| Admin fee / account holder | $657 | $4,401-85.1% | $5,948-89.0% | $5,306-87.6% |