Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,966 | $227,399-96.1% | $189,758-95.3% | $198,609-95.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 79.8%+13.5pp | 82.4%+11.0pp |
| Annual return | 36.46% | 61.03%-24.6pp | 52.62%-16.2pp | 202.70%-166.2pp |
| Employer contribution / active EE | $2,066 | $5,526-62.6% | $4,767-56.7% | $5,055-59.1% |
| Participant deferral / active EE | $2,950 | $6,837-56.8% | $5,856-49.6% | $6,977-57.7% |
| Admin fee / account holder | $323 | $25,162-98.7% | $20,388-98.4% | $19,030-98.3% |