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 | $2,512 | $115,225-97.8% | $100,712-97.5% | $138,895-98.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.55% | 40.35%-26.8pp | 33.27%-19.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $645 | $2,771-76.7% | $2,313-72.1% | $4,194-84.6% |
| Participant deferral / active EE | $773 | $4,699-83.6% | $4,085-81.1% | $6,396-87.9% |
| Admin fee / account holder | $2,413 | $10,844-77.7% | $9,256-73.9% | $12,562-80.8% |