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 | $6,149 | $111,535-94.5% | $105,223-94.2% | $137,256-95.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.04% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,281 | $3,939-67.5% | $3,689-65.3% | $4,156-69.2% |
| Participant deferral / active EE | $1,396 | $5,500-74.6% | $5,072-72.5% | $6,407-78.2% |
| Admin fee / account holder | $652 | $9,721-93.3% | $8,859-92.6% | $12,270-94.7% |