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 | $1,052 | $87,166-98.8% | $76,735-98.6% | $137,256-99.2% |
| Participation rate | 70.6% | 74.4%-3.8pp | 69.5%+1.1pp | 80.0%-9.4pp |
| Annual return | 14.19% | 26.50%-12.3pp | 29.77%-15.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $521 | $4,726-89.0% | $4,088-87.3% | $6,407-91.9% |
| Admin fee / account holder | $585 | $8,403-93.0% | $7,189-91.9% | $12,270-95.2% |