Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,830 | $106,524-93.6% | $152,301-95.5% | $87,485-92.2% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.4%+11.8pp | 68.9%+25.4pp |
| Annual return | 50.79% | 26.89%+23.9pp | 80.50%-29.7pp | 26.06%+24.7pp |
| Employer contribution / active EE | $1,584 | $3,371-53.0% | $4,624-65.7% | $2,596-39.0% |
| Participant deferral / active EE | $2,031 | $6,525-68.9% | $8,004-74.6% | $4,274-52.5% |
| Admin fee / account holder | $857 | $8,287-89.7% | $14,398-94.0% | $7,775-89.0% |