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 | $6,822 | $174,379-96.1% | $152,093-95.5% | $138,895-95.1% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 16.97% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,260 | $4,652-72.9% | $4,175-69.8% | $4,194-70.0% |
| Participant deferral / active EE | $1,517 | $6,159-75.4% | $5,451-72.2% | $6,396-76.3% |
| Admin fee / account holder | $2,085 | $16,880-87.6% | $14,497-85.6% | $12,562-83.4% |