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 | $835 | $100,970-99.2% | $96,576-99.1% | $137,256-99.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.28% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $688 | $3,809-82.0% | $3,553-80.7% | $4,156-83.5% |
| Participant deferral / active EE | $870 | $8,286-89.5% | $7,956-89.1% | $6,407-86.4% |
| Admin fee / account holder | $1,581 | $11,312-86.0% | $11,381-86.1% | $12,270-87.1% |