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 | $9,925 | $90,538-89.0% | $88,457-88.8% | $154,746-93.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 18.12% | 37.97%-19.8pp | 32.69%-14.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $3,285 | $4,914-33.1% | $4,681-29.8% | $4,379-25.0% |
| Participant deferral / active EE | $909 | $6,073-85.0% | $5,667-84.0% | $6,730-86.5% |
| Admin fee / account holder | $1,433 | $10,337-86.1% | $9,606-85.1% | $14,365-90.0% |