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 | $8,975 | $199,109-95.5% | $173,730-94.8% | $154,746-94.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.62% | 20.02%-2.4pp | 19.96%-2.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,351 | $5,311-74.6% | $4,577-70.5% | $4,379-69.1% |
| Participant deferral / active EE | $2,147 | $7,113-69.8% | $6,326-66.1% | $6,730-68.1% |
| Admin fee / account holder | $9,154 | $20,916-56.2% | $17,523-47.8% | $14,365-36.3% |