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 | $156,398-90.4% | $147,318-89.8% | $138,895-89.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 13.22% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,019 | $4,853-79.0% | $4,593-77.8% | $4,194-75.7% |
| Participant deferral / active EE | $2,216 | $8,237-73.1% | $7,906-72.0% | $6,396-65.4% |
| Admin fee / account holder | $1,016 | $14,976-93.2% | $13,708-92.6% | $12,562-91.9% |