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 | $7,948 | $184,014-95.7% | $161,149-95.1% | $138,895-94.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 15.71% | 21.52%-5.8pp | 21.16%-5.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,368 | $5,055-72.9% | $4,360-68.6% | $4,194-67.4% |
| Participant deferral / active EE | $1,714 | $6,909-75.2% | $6,153-72.1% | $6,396-73.2% |
| Admin fee / account holder | $1,787 | $18,027-90.1% | $15,194-88.2% | $12,562-85.8% |