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 | $7,584 | $174,379-95.7% | $152,093-95.0% | $138,895-94.5% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 17.22% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $956 | $4,652-79.4% | $4,175-77.1% | $4,194-77.2% |
| Participant deferral / active EE | $1,144 | $6,159-81.4% | $5,451-79.0% | $6,396-82.1% |
| Admin fee / account holder | $831 | $16,880-95.1% | $14,497-94.3% | $12,562-93.4% |