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 | $6,007 | $154,228-96.1% | $145,433-95.9% | $137,256-95.6% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 21.31% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $864 | $4,804-82.0% | $4,554-81.0% | $4,156-79.2% |
| Participant deferral / active EE | $1,112 | $8,216-86.5% | $7,897-85.9% | $6,407-82.6% |
| Admin fee / account holder | $442 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |