Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,431 | $154,228-93.9% | $145,433-93.5% | $137,256-93.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.25% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,310 | $4,804-72.7% | $4,554-71.2% | $4,156-68.5% |
| Participant deferral / active EE | $1,998 | $8,216-75.7% | $7,897-74.7% | $6,407-68.8% |
| Admin fee / account holder | $12,710 | $14,344-11.4% | $13,129-3.2% | $12,270+3.6% |