Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,792 | $154,228-93.7% | $145,433-93.3% | $137,256-92.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.64% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,109 | $4,804-56.1% | $4,554-53.7% | $4,156-49.3% |
| Participant deferral / active EE | $2,109 | $8,216-74.3% | $7,897-73.3% | $6,407-67.1% |
| Admin fee / account holder | $2,681 | $14,344-81.3% | $13,129-79.6% | $12,270-78.2% |