Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,331 | $75,541-92.9% | $152,093-96.5% | $82,637-93.5% |
| Participation rate | 89.7% | 66.5%+23.1pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 34.20% | 32.56%+1.6pp | 66.36%-32.2pp | 53.51%-19.3pp |
| Employer contribution / active EE | $732 | $2,622-72.1% | $4,175-82.5% | $2,552-71.3% |
| Participant deferral / active EE | $826 | $3,206-74.2% | $5,451-84.8% | $4,126-80.0% |
| Admin fee / account holder | $342 | $6,405-94.7% | $14,497-97.6% | $7,339-95.3% |