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 | $6,006 | $124,980-95.2% | $108,359-94.5% | $154,746-96.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 24.23% | 45.00%-20.8pp | 36.89%-12.7pp | 172.34%-148.1pp |
| Employer contribution / active EE | $1,723 | $2,851-39.6% | $2,399-28.2% | $4,379-60.7% |
| Participant deferral / active EE | $760 | $4,743-84.0% | $4,137-81.6% | $6,730-88.7% |
| Admin fee / account holder | $409 | $11,502-96.4% | $9,741-95.8% | $14,365-97.2% |