Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,117 | $49,249-93.7% | $70,476-95.6% | $79,852-96.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 30.53% | 30.09%+0.4pp | 109.12%-78.6pp | 31.72%-1.2pp |
| Employer contribution / active EE | $1,471 | $2,100-30.0% | $2,738-46.3% | $2,471-40.5% |
| Participant deferral / active EE | $750 | $2,769-72.9% | $3,710-79.8% | $3,740-79.9% |
| Admin fee / account holder | $628 | $2,878-78.2% | $3,847-83.7% | $5,306-88.2% |