Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,527 | $138,385-90.9% | $184,200-93.2% | $80,874-84.5% |
| Participation rate | 86.8% | 83.9%+3.0pp | 86.8%0pp | 67.6%+19.2pp |
| Annual return | 44.67% | 20.02%+24.6pp | 28.80%+15.9pp | 35.62%+9.0pp |
| Employer contribution / active EE | $1,812 | $4,849-62.6% | $6,424-71.8% | $2,756-34.3% |
| Participant deferral / active EE | $2,966 | $7,073-58.1% | $9,132-67.5% | $4,297-31.0% |
| Admin fee / account holder | $2,137 | $10,483-79.6% | $13,907-84.6% | $6,935-69.2% |