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 | $31,278 | $196,972-84.1% | $182,262-82.8% | $198,609-84.3% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 18.00% | 158.27%-140.3pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,074 | $5,364-61.3% | $5,046-58.9% | $5,055-59.0% |
| Participant deferral / active EE | $3,542 | $8,643-59.0% | $8,276-57.2% | $6,977-49.2% |
| Admin fee / account holder | $691 | $18,429-96.3% | $16,712-95.9% | $19,030-96.4% |