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 | $3,880 | $134,817-97.1% | $123,973-96.9% | $155,188-97.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.7%+14.3pp | 80.8%+10.1pp |
| Annual return | 25.90% | 515.49%-489.6pp | 388.13%-362.2pp | 148.84%-122.9pp |
| Employer contribution / active EE | $1,011 | $4,425-77.2% | $4,126-75.5% | $4,248-76.2% |
| Participant deferral / active EE | $1,179 | $5,706-79.3% | $5,247-77.5% | $6,531-81.9% |
| Admin fee / account holder | $627 | $13,245-95.3% | $11,799-94.7% | $14,480-95.7% |