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 | $4,726 | $78,520-94.0% | $96,576-95.1% | $82,448-94.3% |
| Participation rate | 96.9% | 77.7%+19.1pp | 81.4%+15.4pp | 68.1%+28.8pp |
| Annual return | 46.61% | 41.30%+5.3pp | 38.47%+8.1pp | 41.64%+5.0pp |
| Employer contribution / active EE | $2,047 | $2,630-22.2% | $3,553-42.4% | $2,551-19.8% |
| Participant deferral / active EE | $2,748 | $6,754-59.3% | $7,956-65.5% | $4,139-33.6% |
| Admin fee / account holder | $402 | $13,455-97.0% | $11,381-96.5% | $7,234-94.4% |