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 | $8,043 | $159,978-95.0% | $147,041-94.5% | $145,978-94.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.12% | 98.36%-82.2pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,712 | $5,288-67.6% | $4,935-65.3% | $4,662-63.3% |
| Participant deferral / active EE | $2,195 | $8,429-74.0% | $8,071-72.8% | $6,690-67.2% |
| Admin fee / account holder | $1,172 | $15,053-92.2% | $13,006-91.0% | $13,400-91.3% |