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 | $3,191 | $181,062-98.2% | $158,223-98.0% | $155,188-97.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.84% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,352 | $4,565-70.4% | $4,109-67.1% | $4,248-68.2% |
| Participant deferral / active EE | $1,562 | $6,134-74.5% | $5,467-71.4% | $6,531-76.1% |
| Admin fee / account holder | $598 | $18,825-96.8% | $16,047-96.3% | $14,480-95.9% |