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 | $16,247 | $198,457-91.8% | $170,435-90.5% | $147,586-89.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.64% | 257.30%-247.7pp | 205.94%-196.3pp | 578.59%-569.0pp |
| Employer contribution / active EE | $2,170 | $6,183-64.9% | $5,432-60.0% | $4,876-55.5% |
| Participant deferral / active EE | $1,279 | $5,629-77.3% | $4,939-74.1% | $5,439-76.5% |
| Admin fee / account holder | $459 | $16,852-97.3% | $13,881-96.7% | $10,886-95.8% |