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 | $5,993 | $115,814-94.8% | $101,275-94.1% | $158,982-96.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 13.76% | 56.16%-42.4pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $2,024 | $4,176-51.5% | $3,660-44.7% | $4,763-57.5% |
| Participant deferral / active EE | $743 | $4,958-85.0% | $4,371-83.0% | $5,983-87.6% |
| Admin fee / account holder | $753 | $7,249-89.6% | $5,948-87.3% | $11,252-93.3% |