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 | $18,560 | $157,296-88.2% | $141,191-86.9% | $152,897-87.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.79% | 64.34%-42.6pp | 71.41%-49.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $3,424 | $5,262-34.9% | $4,736-27.7% | $4,764-28.1% |
| Participant deferral / active EE | $1,199 | $7,111-83.1% | $6,710-82.1% | $5,851-79.5% |
| Admin fee / account holder | $301 | $12,125-97.5% | $10,264-97.1% | $11,599-97.4% |