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 | $3,676 | $183,592-98.0% | $155,574-97.6% | $145,877-97.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 21.17% | 61.37%-40.2pp | 64.87%-43.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $1,220 | $5,317-77.1% | $4,676-73.9% | $4,663-73.8% |
| Participant deferral / active EE | $1,371 | $6,466-78.8% | $5,629-75.6% | $6,691-79.5% |
| Admin fee / account holder | $671 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |