Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,005 | $115,225-93.9% | $100,712-93.0% | $138,895-95.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 10.94% | 40.35%-29.4pp | 33.27%-22.3pp | 145.39%-134.5pp |
| Employer contribution / active EE | $694 | $2,771-75.0% | $2,313-70.0% | $4,194-83.5% |
| Participant deferral / active EE | $824 | $4,699-82.5% | $4,085-79.8% | $6,396-87.1% |
| Admin fee / account holder | $5,340 | $10,844-50.8% | $9,256-42.3% | $12,562-57.5% |