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 | $17,646 | $162,136-89.1% | $152,301-88.4% | $154,746-88.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.78% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,035 | $4,890-78.8% | $4,624-77.6% | $4,379-76.4% |
| Participant deferral / active EE | $1,259 | $8,341-84.9% | $8,004-84.3% | $6,730-81.3% |
| Admin fee / account holder | $1,276 | $15,759-91.9% | $14,398-91.1% | $14,365-91.1% |