Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,508 | $166,131-95.5% | $164,975-95.4% | $145,877-94.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 20.11% | 100.37%-80.3pp | 70.12%-50.0pp | 551.28%-531.2pp |
| Employer contribution / active EE | $2,476 | $5,276-53.1% | $4,343-43.0% | $4,663-46.9% |
| Participant deferral / active EE | $1,523 | $6,962-78.1% | $6,033-74.8% | $6,691-77.2% |
| Admin fee / account holder | $950 | $16,648-94.3% | $12,688-92.5% | $13,402-92.9% |