Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,252 | $196,972-96.8% | $182,262-96.6% | $198,609-96.9% |
| Participation rate | 94.7% | 85.7%+9.0pp | 84.2%+10.5pp | 82.4%+12.4pp |
| Annual return | 18.17% | 158.27%-140.1pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,993 | $5,364-62.8% | $5,046-60.5% | $5,055-60.6% |
| Participant deferral / active EE | $2,476 | $8,643-71.3% | $8,276-70.1% | $6,977-64.5% |
| Admin fee / account holder | $1,905 | $18,429-89.7% | $16,712-88.6% | $19,030-90.0% |