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 | $1,232 | $123,155-99.0% | $108,753-98.9% | $155,188-99.2% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 13.72% | 44.73%-31.0pp | 37.47%-23.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $500 | $2,811-82.2% | $2,427-79.4% | $4,248-88.2% |
| Participant deferral / active EE | $510 | $4,623-89.0% | $4,115-87.6% | $6,531-92.2% |
| Admin fee / account holder | $993 | $12,126-91.8% | $10,320-90.4% | $14,480-93.1% |