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 | $5,007 | $92,798-94.6% | $96,707-94.8% | $137,256-96.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 80.4%-5.4pp | 80.0%-5.0pp |
| Annual return | 19.50% | 31.24%-11.7pp | 34.78%-15.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,008 | $4,147-75.7% | $4,191-75.9% | $4,156-75.7% |
| Participant deferral / active EE | $1,146 | $5,877-80.5% | $5,997-80.9% | $6,407-82.1% |
| Admin fee / account holder | $499 | $7,946-93.7% | $7,503-93.3% | $12,270-95.9% |