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 | $5,047 | $108,882-95.4% | $96,754-94.8% | $154,746-96.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.97% | 98.39%-76.4pp | 82.04%-60.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $2,008 | $3,018-33.5% | $2,679-25.1% | $4,379-54.2% |
| Participant deferral / active EE | $818 | $5,323-84.6% | $4,758-82.8% | $6,730-87.8% |
| Admin fee / account holder | $393 | $10,200-96.1% | $8,905-95.6% | $14,365-97.3% |