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 | $6,833 | $139,948-95.1% | $121,663-94.4% | $154,746-95.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 17.89% | 230.52%-212.6pp | 147.54%-129.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,237 | $3,521-64.9% | $3,020-59.0% | $4,379-71.7% |
| Participant deferral / active EE | $1,395 | $5,629-75.2% | $4,887-71.5% | $6,730-79.3% |
| Admin fee / account holder | $619 | $17,321-96.4% | $14,289-95.7% | $14,365-95.7% |