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 | $19,288 | $157,829-87.8% | $136,867-85.9% | $198,609-90.3% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 14.14% | 51.25%-37.1pp | 42.97%-28.8pp | 202.70%-188.6pp |
| Employer contribution / active EE | $4,950 | $3,923+26.2% | $3,547+39.5% | $5,055-2.1% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,102 | $11,107-90.1% | $10,340-89.3% | $19,030-94.2% |