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 | $2,050 | $114,013-98.2% | $103,693-98.0% | $155,188-98.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 26.89% | 49.31%-22.4pp | 47.61%-20.7pp | 148.84%-122.0pp |
| Employer contribution / active EE | $654 | $3,131-79.1% | $2,920-77.6% | $4,248-84.6% |
| Participant deferral / active EE | $1,011 | $4,970-79.7% | $4,579-77.9% | $6,531-84.5% |
| Admin fee / account holder | $720 | $8,407-91.4% | $7,858-90.8% | $14,480-95.0% |