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 | $9,517 | $124,425-92.4% | $112,040-91.5% | $137,256-93.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 20.43% | 24.72%-4.3pp | 24.52%-4.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,179 | $3,411-65.4% | $2,954-60.1% | $4,156-71.6% |
| Participant deferral / active EE | $1,568 | $5,718-72.6% | $5,098-69.2% | $6,407-75.5% |
| Admin fee / account holder | $363 | $15,207-97.6% | $12,098-97.0% | $12,270-97.0% |