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 | $8,062 | $174,379-95.4% | $152,093-94.7% | $138,895-94.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.06% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,182 | $4,652-74.6% | $4,175-71.7% | $4,194-71.8% |
| Participant deferral / active EE | $1,613 | $6,159-73.8% | $5,451-70.4% | $6,396-74.8% |
| Admin fee / account holder | $6,080 | $16,880-64.0% | $14,497-58.1% | $12,562-51.6% |