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 | $7,497 | $181,062-95.9% | $158,223-95.3% | $155,188-95.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 18.84% | 57.39%-38.5pp | 52.09%-33.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,025 | $4,565-77.5% | $4,109-75.0% | $4,248-75.9% |
| Participant deferral / active EE | $1,530 | $6,134-75.1% | $5,467-72.0% | $6,531-76.6% |
| Admin fee / account holder | $694 | $18,825-96.3% | $16,047-95.7% | $14,480-95.2% |