Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,275 | $154,228-95.3% | $145,433-95.0% | $137,256-94.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,558 | $4,804-67.6% | $4,554-65.8% | $4,156-62.5% |
| Participant deferral / active EE | $2,161 | $8,216-73.7% | $7,897-72.6% | $6,407-66.3% |
| Admin fee / account holder | $492 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |