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 | $14,537 | $56,200-74.1% | $67,653-78.5% | $59,633-75.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.43% | 18506.71%-18505.3pp | 6625.22%-6623.8pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $1,155 | $1,615-28.5% | $2,266-49.0% | $2,203-47.6% |
| Participant deferral / active EE | $990 | $2,843-65.2% | $3,560-72.2% | $3,192-69.0% |
| Admin fee / account holder | $1,339 | $3,959-66.2% | $4,821-72.2% | $4,297-68.8% |