Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,674 | $185,312-96.4% | $161,489-95.9% | $154,746-95.7% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 15.05% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,089 | $4,769-77.2% | $4,268-74.5% | $4,379-75.1% |
| Participant deferral / active EE | $1,093 | $6,350-82.8% | $5,630-80.6% | $6,730-83.8% |
| Admin fee / account holder | $535 | $18,654-97.1% | $16,006-96.7% | $14,365-96.3% |