Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,850 | $155,555-96.9% | $146,866-96.7% | $155,188-96.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.97% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,743 | $4,647-62.5% | $4,425-60.6% | $4,248-59.0% |
| Participant deferral / active EE | $2,013 | $8,044-75.0% | $7,759-74.1% | $6,531-69.2% |
| Admin fee / account holder | $9,843 | $14,755-33.3% | $13,620-27.7% | $14,480-32.0% |