Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,202 | $196,972-90.3% | $182,262-89.5% | $198,609-90.3% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 19.30% | 158.27%-139.0pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $1,867 | $5,364-65.2% | $5,046-63.0% | $5,055-63.1% |
| Participant deferral / active EE | $2,136 | $8,643-75.3% | $8,276-74.2% | $6,977-69.4% |
| Admin fee / account holder | $665 | $18,429-96.4% | $16,712-96.0% | $19,030-96.5% |