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 | $8,814 | $117,895-92.5% | $102,460-91.4% | $145,897-94.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.53% | 31.92%-21.4pp | 29.47%-18.9pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,209 | $3,619-66.6% | $3,025-60.0% | $4,663-74.1% |
| Participant deferral / active EE | $917 | $5,736-84.0% | $5,056-81.9% | $6,689-86.3% |
| Admin fee / account holder | $583 | $13,353-95.6% | $9,460-93.8% | $13,390-95.6% |