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 | $2,662 | $107,666-97.5% | $102,184-97.4% | $154,746-98.3% |
| Participation rate | 79.2% | 83.7%-4.6pp | 82.6%-3.4pp | 80.7%-1.5pp |
| Annual return | 17.75% | 29.33%-11.6pp | 31.58%-13.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $295 | $3,846-92.3% | $3,594-91.8% | $4,379-93.3% |
| Participant deferral / active EE | $418 | $8,719-95.2% | $8,309-95.0% | $6,730-93.8% |
| Admin fee / account holder | $357 | $12,943-97.2% | $11,609-96.9% | $14,365-97.5% |