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 | $8,195 | $183,516-95.5% | $155,534-94.7% | $145,884-94.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.49% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,526 | $5,315-71.3% | $4,675-67.4% | $4,662-67.3% |
| Participant deferral / active EE | $1,790 | $6,467-72.3% | $5,630-68.2% | $6,690-73.2% |
| Admin fee / account holder | $580 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |