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 | $7,300 | $91,086-92.0% | $203,872-96.4% | $86,983-91.6% |
| Participation rate | 87.5% | 65.8%+21.7pp | 77.8%+9.7pp | 69.5%+18.0pp |
| Annual return | 22.80% | 22.30%+0.5pp | 85.11%-62.3pp | 25.83%-3.0pp |
| Employer contribution / active EE | $442 | $2,063-78.6% | $3,757-88.2% | $2,584-82.9% |
| Participant deferral / active EE | $880 | $4,019-78.1% | $6,388-86.2% | $4,194-79.0% |
| Admin fee / account holder | $358 | $8,987-96.0% | $11,730-97.0% | $7,856-95.4% |