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 | $5,604 | $100,970-94.5% | $96,576-94.2% | $137,256-95.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 16.11% | 38.16%-22.0pp | 38.47%-22.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $187 | $3,809-95.1% | $3,553-94.7% | $4,156-95.5% |
| Participant deferral / active EE | $491 | $8,286-94.1% | $7,956-93.8% | $6,407-92.3% |
| Admin fee / account holder | $3,085 | $11,312-72.7% | $11,381-72.9% | $12,270-74.9% |