Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,269 | $117,846-93.0% | $102,434-91.9% | $145,884-94.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.54% | 31.90%-14.4pp | 29.46%-11.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,198 | $3,615-39.2% | $3,023-27.3% | $4,662-52.9% |
| Participant deferral / active EE | $1,173 | $5,733-79.5% | $5,055-76.8% | $6,690-82.5% |
| Admin fee / account holder | $354 | $13,356-97.3% | $9,462-96.3% | $13,392-97.4% |