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 | $5,575 | $212,386-97.4% | $199,883-97.2% | $138,895-96.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.01% | 47.75%-33.7pp | 43.81%-29.8pp | 145.39%-131.4pp |
| Employer contribution / active EE | $4,207 | $6,625-36.5% | $6,261-32.8% | $4,194+0.3% |
| Participant deferral / active EE | $1,787 | $9,617-81.4% | $9,138-80.4% | $6,396-72.1% |
| Admin fee / account holder | $2,903 | $18,233-84.1% | $17,268-83.2% | $12,562-76.9% |