Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,270 | $162,136-96.7% | $152,301-96.5% | $154,746-96.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 24.83% | 91.02%-66.2pp | 80.50%-55.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,691 | $4,890-65.4% | $4,624-63.4% | $4,379-61.4% |
| Participant deferral / active EE | $2,661 | $8,341-68.1% | $8,004-66.8% | $6,730-60.5% |
| Admin fee / account holder | $1,383 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |