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 | $1,264 | $126,113-99.0% | $116,096-98.9% | $155,188-99.2% |
| Participation rate | 83.3% | 75.1%+8.2pp | 73.3%+10.0pp | 80.8%+2.5pp |
| Annual return | 13.32% | 391.72%-378.4pp | 326.25%-312.9pp | 148.84%-135.5pp |
| Employer contribution / active EE | $297 | $2,672-88.9% | $2,503-88.2% | $4,248-93.0% |
| Participant deferral / active EE | $469 | $4,162-88.7% | $3,952-88.1% | $6,531-92.8% |
| Admin fee / account holder | $925 | $8,045-88.5% | $7,704-88.0% | $14,480-93.6% |