Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,021 | $155,555-90.3% | $146,866-89.8% | $155,188-90.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 13.22% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,019 | $4,647-78.1% | $4,425-77.0% | $4,248-76.0% |
| Participant deferral / active EE | $2,216 | $8,044-72.5% | $7,759-71.4% | $6,531-66.1% |
| Admin fee / account holder | $1,016 | $14,755-93.1% | $13,620-92.5% | $14,480-93.0% |