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 | $3,094 | $129,737-97.6% | $119,126-97.4% | $154,746-98.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.43% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,044 | $4,375-76.1% | $4,034-74.1% | $4,379-76.2% |
| Participant deferral / active EE | $1,026 | $5,842-82.4% | $5,318-80.7% | $6,730-84.8% |
| Admin fee / account holder | $1,723 | $11,961-85.6% | $10,693-83.9% | $14,365-88.0% |