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 | $7,251 | $162,136-95.5% | $152,301-95.2% | $154,746-95.3% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 90.61% | 91.02%-0.4pp | 80.50%+10.1pp | 172.34%-81.7pp |
| Employer contribution / active EE | $1,258 | $4,890-74.3% | $4,624-72.8% | $4,379-71.3% |
| Participant deferral / active EE | $1,665 | $8,341-80.0% | $8,004-79.2% | $6,730-75.3% |
| Admin fee / account holder | $634 | $15,759-96.0% | $14,398-95.6% | $14,365-95.6% |