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 | $1,462 | $102,245-98.6% | $89,340-98.4% | $137,256-98.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.95% | 21.89%-5.9pp | 20.57%-4.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,039 | $2,529-58.9% | $2,231-53.4% | $4,156-75.0% |
| Participant deferral / active EE | $698 | $4,436-84.3% | $3,823-81.7% | $6,407-89.1% |
| Admin fee / account holder | $1,553 | $8,085-80.8% | $6,704-76.8% | $12,270-87.3% |