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 | $2,961 | $185,312-98.4% | $161,489-98.2% | $154,746-98.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.30% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,065 | $4,769-77.7% | $4,268-75.0% | $4,379-75.7% |
| Participant deferral / active EE | $1,156 | $6,350-81.8% | $5,630-79.5% | $6,730-82.8% |
| Admin fee / account holder | $831 | $18,654-95.5% | $16,006-94.8% | $14,365-94.2% |