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 | $8,656 | $196,972-95.6% | $182,262-95.3% | $198,609-95.6% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 20.02% | 158.27%-138.3pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,869 | $5,364-65.2% | $5,046-63.0% | $5,055-63.0% |
| Participant deferral / active EE | $2,653 | $8,643-69.3% | $8,276-67.9% | $6,977-62.0% |
| Admin fee / account holder | $360 | $18,429-98.0% | $16,712-97.8% | $19,030-98.1% |