Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,862 | $85,766-94.3% | $136,297-96.4% | $70,124-93.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 26.97% | 31.45%-4.5pp | 5156.19%-5129.2pp | 73.14%-46.2pp |
| Employer contribution / active EE | $1,222 | $2,966-58.8% | $4,696-74.0% | $2,342-47.8% |
| Participant deferral / active EE | $1,799 | $5,051-64.4% | $6,247-71.2% | $3,332-46.0% |
| Admin fee / account holder | $444 | $5,420-91.8% | $9,244-95.2% | $4,645-90.4% |