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 | $9,290 | $160,040-94.2% | $147,096-93.7% | $145,877-93.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.53% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,411 | $5,289-54.4% | $4,936-51.1% | $4,663-48.3% |
| Participant deferral / active EE | $2,411 | $8,429-71.4% | $8,071-70.1% | $6,691-64.0% |
| Admin fee / account holder | $1,220 | $15,050-91.9% | $13,005-90.6% | $13,402-90.9% |