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 | $6,633 | $106,749-93.8% | $145,433-95.4% | $82,448-92.0% |
| Participation rate | 94.6% | 75.6%+19.0pp | 82.1%+12.5pp | 68.1%+26.6pp |
| Annual return | 25.82% | 27.59%-1.8pp | 66.58%-40.8pp | 41.64%-15.8pp |
| Employer contribution / active EE | $693 | $3,444-79.9% | $4,554-84.8% | $2,551-72.8% |
| Participant deferral / active EE | $1,273 | $6,519-80.5% | $7,897-83.9% | $4,139-69.3% |
| Admin fee / account holder | $1,053 | $8,390-87.4% | $13,129-92.0% | $7,234-85.4% |