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 | $3,089 | $157,296-98.0% | $141,191-97.8% | $152,897-98.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.30% | 64.34%-47.0pp | 71.41%-54.1pp | 345.43%-328.1pp |
| Employer contribution / active EE | $1,929 | $5,262-63.4% | $4,736-59.3% | $4,764-59.5% |
| Participant deferral / active EE | $1,359 | $7,111-80.9% | $6,710-79.8% | $5,851-76.8% |
| Admin fee / account holder | $14,877 | $12,125+22.7% | $10,264+44.9% | $11,599+28.3% |