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 | $4,271 | $106,280-96.0% | $96,538-95.6% | $139,487-96.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 22.14% | 38.48%-16.3pp | 35.74%-13.6pp | 373.84%-351.7pp |
| Employer contribution / active EE | $933 | $4,107-77.3% | $3,740-75.1% | $4,755-80.4% |
| Participant deferral / active EE | $1,277 | $5,457-76.6% | $4,880-73.8% | $6,713-81.0% |
| Admin fee / account holder | $673 | $7,888-91.5% | $6,737-90.0% | $11,407-94.1% |