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 | $99,380-98.9% | $90,312-98.8% | $155,188-99.3% |
| Participation rate | 83.3% | 77.3%+6.0pp | 72.9%+10.4pp | 80.8%+2.5pp |
| Annual return | 13.52% | 19.35%-5.8pp | 18.90%-5.4pp | 148.84%-135.3pp |
| Employer contribution / active EE | $187 | $2,390-92.2% | $2,243-91.7% | $4,248-95.6% |
| Participant deferral / active EE | $187 | $4,212-95.6% | $3,749-95.0% | $6,531-97.1% |
| Admin fee / account holder | $417 | $9,766-95.7% | $8,248-94.9% | $14,480-97.1% |