Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,362 | $115,225-96.2% | $100,712-95.7% | $138,895-96.9% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.3%+20.7pp | 79.9%+10.1pp |
| Annual return | 11.97% | 40.35%-28.4pp | 33.27%-21.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $812 | $2,771-70.7% | $2,313-64.9% | $4,194-80.7% |
| Participant deferral / active EE | $1,061 | $4,699-77.4% | $4,085-74.0% | $6,396-83.4% |
| Admin fee / account holder | $12,567 | $10,844+15.9% | $9,256+35.8% | $12,5620% |