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 | $155,555-96.1% | $146,866-95.9% | $155,188-96.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 21.31% | 115.41%-94.1pp | 102.85%-81.5pp | 148.84%-127.5pp |
| Employer contribution / active EE | $864 | $4,647-81.4% | $4,425-80.5% | $4,248-79.7% |
| Participant deferral / active EE | $1,112 | $8,044-86.2% | $7,759-85.7% | $6,531-83.0% |
| Admin fee / account holder | $442 | $14,755-97.0% | $13,620-96.8% | $14,480-96.9% |