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 | $8,936 | $108,922-91.8% | $100,398-91.1% | $145,978-93.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.89% | 58.04%-41.2pp | 49.32%-32.4pp | 550.52%-533.6pp |
| Employer contribution / active EE | $2,888 | $4,426-34.7% | $3,946-26.8% | $4,662-38.1% |
| Participant deferral / active EE | $1,701 | $8,450-79.9% | $8,084-79.0% | $6,690-74.6% |
| Admin fee / account holder | $756 | $9,680-92.2% | $7,893-90.4% | $13,400-94.4% |