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 | $2,550 | $162,136-98.4% | $152,301-98.3% | $154,746-98.4% |
| Participation rate | 90.5% | 84.1%+6.4pp | 82.4%+8.0pp | 80.7%+9.8pp |
| Annual return | 14.59% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,599 | $4,890-67.3% | $4,624-65.4% | $4,379-63.5% |
| Participant deferral / active EE | $1,594 | $8,341-80.9% | $8,004-80.1% | $6,730-76.3% |
| Admin fee / account holder | $1,611 | $15,759-89.8% | $14,398-88.8% | $14,365-88.8% |