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 | $4,047 | $162,136-97.5% | $152,301-97.3% | $154,746-97.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.88% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,103 | $4,890-77.4% | $4,624-76.2% | $4,379-74.8% |
| Participant deferral / active EE | $2,379 | $8,341-71.5% | $8,004-70.3% | $6,730-64.7% |
| Admin fee / account holder | $969 | $15,759-93.9% | $14,398-93.3% | $14,365-93.3% |