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 | $114,119-94.6% | $107,187-94.3% | $138,895-95.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.04% | 273.21%-253.2pp | 204.55%-184.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,281 | $4,059-68.4% | $3,782-66.1% | $4,194-69.5% |
| Participant deferral / active EE | $1,396 | $5,538-74.8% | $5,096-72.6% | $6,396-78.2% |
| Admin fee / account holder | $652 | $10,024-93.5% | $9,162-92.9% | $12,562-94.8% |