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 | $12,238 | $156,398-92.2% | $147,318-91.7% | $138,895-91.2% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 21.91% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $2,172 | $4,853-55.2% | $4,593-52.7% | $4,194-48.2% |
| Participant deferral / active EE | $2,463 | $8,237-70.1% | $7,906-68.8% | $6,396-61.5% |
| Admin fee / account holder | $575 | $14,976-96.2% | $13,708-95.8% | $12,562-95.4% |