Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,846 | $106,749-94.5% | $145,433-96.0% | $82,448-92.9% |
| Participation rate | 92.7% | 75.6%+17.0pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 19.44% | 27.59%-8.2pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,239 | $3,444-64.0% | $4,554-72.8% | $2,551-51.4% |
| Participant deferral / active EE | $1,443 | $6,519-77.9% | $7,897-81.7% | $4,139-65.1% |
| Admin fee / account holder | $952 | $8,390-88.7% | $13,129-92.7% | $7,234-86.8% |