Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,978 | $157,304-94.3% | $141,197-93.6% | $152,909-94.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 32.72% | 64.34%-31.6pp | 71.41%-38.7pp | 345.46%-312.7pp |
| Employer contribution / active EE | $1,621 | $5,263-69.2% | $4,736-65.8% | $4,764-66.0% |
| Participant deferral / active EE | $2,152 | $7,111-69.7% | $6,710-67.9% | $5,851-63.2% |
| Admin fee / account holder | $431 | $12,126-96.4% | $10,265-95.8% | $11,601-96.3% |