Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,405 | $146,267-95.6% | $197,124-96.8% | $82,448-92.2% |
| Participation rate | 90.7% | 84.0%+6.7pp | 86.7%+4.0pp | 68.1%+22.6pp |
| Annual return | 26.60% | 29.61%-3.0pp | 44.34%-17.7pp | 41.64%-15.0pp |
| Employer contribution / active EE | $1,744 | $4,723-63.1% | $6,227-72.0% | $2,551-31.6% |
| Participant deferral / active EE | $2,368 | $7,035-66.3% | $9,135-74.1% | $4,139-42.8% |
| Admin fee / account holder | $2,199 | $14,422-84.8% | $16,298-86.5% | $7,234-69.6% |