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 | $107,666-94.8% | $102,184-94.5% | $154,746-96.4% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 16.11% | 29.33%-13.2pp | 31.58%-15.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $187 | $3,846-95.1% | $3,594-94.8% | $4,379-95.7% |
| Participant deferral / active EE | $491 | $8,719-94.4% | $8,309-94.1% | $6,730-92.7% |
| Admin fee / account holder | $3,085 | $12,943-76.2% | $11,609-73.4% | $14,365-78.5% |