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 | $4,019 | $107,733-96.3% | $92,985-95.7% | $154,746-97.4% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 15.17% | 30.39%-15.2pp | 27.99%-12.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $618 | $3,126-80.2% | $2,662-76.8% | $4,379-85.9% |
| Participant deferral / active EE | $906 | $5,053-82.1% | $4,377-79.3% | $6,730-86.5% |
| Admin fee / account holder | $719 | $11,369-93.7% | $9,463-92.4% | $14,365-95.0% |