Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,222 | $139,948-95.6% | $121,663-94.9% | $154,746-96.0% |
| Participation rate | 90.5% | 78.0%+12.5pp | 74.5%+16.0pp | 80.7%+9.8pp |
| Annual return | 19.00% | 230.52%-211.5pp | 147.54%-128.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $923 | $3,521-73.8% | $3,020-69.4% | $4,379-78.9% |
| Participant deferral / active EE | $1,299 | $5,629-76.9% | $4,887-73.4% | $6,730-80.7% |
| Admin fee / account holder | $384 | $17,321-97.8% | $14,289-97.3% | $14,365-97.3% |