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 | $9,104 | $73,978-87.7% | $96,515-90.6% | $75,173-87.9% |
| Participation rate | 82.1% | 66.4%+15.7pp | 74.3%+7.8pp | 67.2%+14.9pp |
| Annual return | 13.73% | 26.72%-13.0pp | 35.73%-22.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $4,672 | $2,931+59.4% | $3,740+24.9% | $2,671+74.9% |
| Participant deferral / active EE | $1,112 | $3,660-69.6% | $4,880-77.2% | $4,126-73.0% |
| Admin fee / account holder | $371 | $5,219-92.9% | $6,735-94.5% | $5,651-93.4% |