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 | $11,221 | $156,616-92.8% | $133,346-91.6% | $198,609-94.4% |
| Participation rate | 76.9% | 77.7%-0.8pp | 72.8%+4.1pp | 82.4%-5.5pp |
| Annual return | 21.97% | 44.25%-22.3pp | 36.85%-14.9pp | 202.70%-180.7pp |
| Employer contribution / active EE | $1,439 | $3,368-57.3% | $2,853-49.6% | $5,055-71.5% |
| Participant deferral / active EE | $1,622 | $4,920-67.0% | $4,332-62.6% | $6,977-76.8% |
| Admin fee / account holder | $1,856 | $17,468-89.4% | $14,264-87.0% | $19,030-90.2% |