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 | $6,865 | $162,136-95.8% | $152,301-95.5% | $154,746-95.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 19.35% | 91.02%-71.7pp | 80.50%-61.1pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,387 | $4,890-71.6% | $4,624-70.0% | $4,379-68.3% |
| Participant deferral / active EE | $2,043 | $8,341-75.5% | $8,004-74.5% | $6,730-69.6% |
| Admin fee / account holder | $1,154 | $15,759-92.7% | $14,398-92.0% | $14,365-92.0% |