Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,721 | $132,099-95.7% | $115,599-95.1% | $138,895-95.9% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.3%-2.8pp | 79.9%-8.5pp |
| Annual return | 10.46% | 176.76%-166.3pp | 111.10%-100.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,227 | $3,416-64.1% | $2,955-58.5% | $4,194-70.8% |
| Participant deferral / active EE | $1,227 | $5,617-78.2% | $4,889-74.9% | $6,396-80.8% |
| Admin fee / account holder | $4,505 | $15,650-71.2% | $12,841-64.9% | $12,562-64.1% |