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 | $6,142 | $156,616-96.1% | $133,346-95.4% | $198,609-96.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 5.91% | 44.25%-38.3pp | 36.85%-30.9pp | 202.70%-196.8pp |
| Employer contribution / active EE | $1,694 | $3,368-49.7% | $2,853-40.6% | $5,055-66.5% |
| Participant deferral / active EE | $1,337 | $4,920-72.8% | $4,332-69.1% | $6,977-80.8% |
| Admin fee / account holder | $3,646 | $17,468-79.1% | $14,264-74.4% | $19,030-80.8% |