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 | $8,783 | $154,228-94.3% | $145,433-94.0% | $137,256-93.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.44% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,020 | $4,804-78.8% | $4,554-77.6% | $4,156-75.5% |
| Participant deferral / active EE | $1,307 | $8,216-84.1% | $7,897-83.4% | $6,407-79.6% |
| Admin fee / account holder | $584 | $14,344-95.9% | $13,129-95.6% | $12,270-95.2% |