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 | $4,920 | $162,136-97.0% | $152,301-96.8% | $154,746-96.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.62% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $944 | $4,890-80.7% | $4,624-79.6% | $4,379-78.4% |
| Participant deferral / active EE | $1,279 | $8,341-84.7% | $8,004-84.0% | $6,730-81.0% |
| Admin fee / account holder | $1,412 | $15,759-91.0% | $14,398-90.2% | $14,365-90.2% |