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 | $7,033 | $185,905-96.2% | $170,057-95.9% | $139,487-95.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.33% | 60.56%-39.2pp | 53.42%-32.1pp | 373.84%-352.5pp |
| Employer contribution / active EE | $4,019 | $7,597-47.1% | $6,790-40.8% | $4,755-15.5% |
| Participant deferral / active EE | $2,726 | $11,627-76.6% | $10,411-73.8% | $6,713-59.4% |
| Admin fee / account holder | $1,064 | $15,397-93.1% | $12,826-91.7% | $11,407-90.7% |