Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,099 | $90,486-88.8% | $78,676-87.2% | $273,972-96.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.16% | 75.62%-69.5pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $981 | $3,175-69.1% | $2,850-65.6% | $4,869-79.9% |
| Participant deferral / active EE | $393 | $3,901-89.9% | $3,517-88.8% | $5,287-92.6% |
| Admin fee / account holder | $631 | $5,263-88.0% | $4,510-86.0% | $10,133-93.8% |