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 | $4,560 | $97,289-95.3% | $92,805-95.1% | $155,188-97.1% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 22.38% | 29.03%-6.7pp | 31.59%-9.2pp | 148.84%-126.5pp |
| Employer contribution / active EE | $1,544 | $3,632-57.5% | $3,424-54.9% | $4,248-63.7% |
| Participant deferral / active EE | $1,930 | $8,795-78.1% | $8,448-77.2% | $6,531-70.5% |
| Admin fee / account holder | $764 | $12,015-93.6% | $10,911-93.0% | $14,480-94.7% |