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 | $5,292 | $154,228-96.6% | $145,433-96.4% | $137,256-96.1% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 20.32% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,717 | $4,804-64.3% | $4,554-62.3% | $4,156-58.7% |
| Participant deferral / active EE | $1,816 | $8,216-77.9% | $7,897-77.0% | $6,407-71.6% |
| Admin fee / account holder | $642 | $14,344-95.5% | $13,129-95.1% | $12,270-94.8% |