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 | $5,452 | $201,344-97.3% | $184,243-97.0% | $145,877-96.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.70% | 29.01%-4.3pp | 28.82%-4.1pp | 551.28%-526.6pp |
| Employer contribution / active EE | $1,517 | $7,022-78.4% | $6,427-76.4% | $4,663-67.5% |
| Participant deferral / active EE | $2,196 | $9,807-77.6% | $9,132-76.0% | $6,691-67.2% |
| Admin fee / account holder | $1,489 | $16,382-90.9% | $13,914-89.3% | $13,402-88.9% |