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 | $3,849 | $108,882-96.5% | $96,754-96.0% | $154,746-97.5% |
| Participation rate | 76.9% | 75.1%+1.8pp | 70.3%+6.6pp | 80.7%-3.8pp |
| Annual return | 21.11% | 98.39%-77.3pp | 82.04%-60.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $790 | $3,018-73.8% | $2,679-70.5% | $4,379-82.0% |
| Participant deferral / active EE | $924 | $5,323-82.6% | $4,758-80.6% | $6,730-86.3% |
| Admin fee / account holder | $540 | $10,200-94.7% | $8,905-93.9% | $14,365-96.2% |