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 | $6,488 | $69,444-90.7% | $92,985-93.0% | $87,485-92.6% |
| Participation rate | 80.7% | 63.3%+17.4pp | 69.5%+11.2pp | 68.9%+11.8pp |
| Annual return | 21.28% | 23.85%-2.6pp | 27.99%-6.7pp | 26.06%-4.8pp |
| Employer contribution / active EE | $864 | $1,917-54.9% | $2,662-67.6% | $2,596-66.7% |
| Participant deferral / active EE | $910 | $3,364-73.0% | $4,377-79.2% | $4,274-78.7% |
| Admin fee / account holder | $738 | $6,137-88.0% | $9,463-92.2% | $7,775-90.5% |