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 | $1,093 | $102,245-98.9% | $89,340-98.8% | $137,256-99.2% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 13.52% | 21.89%-8.4pp | 20.57%-7.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $187 | $2,529-92.6% | $2,231-91.6% | $4,156-95.5% |
| Participant deferral / active EE | $187 | $4,436-95.8% | $3,823-95.1% | $6,407-97.1% |
| Admin fee / account holder | $417 | $8,085-94.8% | $6,704-93.8% | $12,270-96.6% |