Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,409 | $185,905-94.9% | $170,057-94.5% | $139,487-93.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.38% | 60.56%-39.2pp | 53.42%-32.0pp | 373.84%-352.5pp |
| Employer contribution / active EE | $1,963 | $7,597-74.2% | $6,790-71.1% | $4,755-58.7% |
| Participant deferral / active EE | $2,662 | $11,627-77.1% | $10,411-74.4% | $6,713-60.3% |
| Admin fee / account holder | $925 | $15,397-94.0% | $12,826-92.8% | $11,407-91.9% |