Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,271 | $157,276-95.4% | $141,177-94.8% | $152,885-95.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 58.15% | 64.33%-6.2pp | 71.40%-13.3pp | 345.39%-287.2pp |
| Employer contribution / active EE | $1,092 | $5,262-79.2% | $4,736-76.9% | $4,763-77.1% |
| Participant deferral / active EE | $2,159 | $7,110-69.6% | $6,710-67.8% | $5,851-63.1% |
| Admin fee / account holder | $319 | $12,123-97.4% | $10,263-96.9% | $11,598-97.2% |