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 | $3,762 | $79,955-95.3% | $98,461-96.2% | $75,173-95.0% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.2%+13.7pp | 67.2%+21.7pp |
| Annual return | 16.60% | 19.75%-3.2pp | 21.17%-4.6pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,439 | $2,264-36.5% | $3,049-52.8% | $2,671-46.1% |
| Participant deferral / active EE | $1,445 | $3,752-61.5% | $4,738-69.5% | $4,126-65.0% |
| Admin fee / account holder | $318 | $6,841-95.3% | $8,961-96.4% | $5,651-94.4% |