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 | $5,325 | $162,136-96.7% | $152,301-96.5% | $154,746-96.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.43% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $964 | $4,890-80.3% | $4,624-79.2% | $4,379-78.0% |
| Participant deferral / active EE | $1,164 | $8,341-86.0% | $8,004-85.5% | $6,730-82.7% |
| Admin fee / account holder | $674 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |