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 | $5,409 | $223,823-97.6% | $211,142-97.4% | $154,746-96.5% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 28.10% | 50.39%-22.3pp | 46.84%-18.7pp | 172.34%-144.2pp |
| Employer contribution / active EE | $1,641 | $6,787-75.8% | $6,442-74.5% | $4,379-62.5% |
| Participant deferral / active EE | $2,550 | $9,750-73.9% | $9,284-72.5% | $6,730-62.1% |
| Admin fee / account holder | $3,568 | $19,707-81.9% | $19,076-81.3% | $14,365-75.2% |