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 | $13,233 | $197,625-93.3% | $177,840-92.6% | $158,966-91.7% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 15.97% | 58.76%-42.8pp | 48.32%-32.4pp | 302.95%-287.0pp |
| Employer contribution / active EE | $2,775 | $6,698-58.6% | $5,919-53.1% | $4,762-41.7% |
| Participant deferral / active EE | $1,418 | $8,405-83.1% | $7,714-81.6% | $5,983-76.3% |
| Admin fee / account holder | $5,293 | $15,405-65.6% | $12,431-57.4% | $11,250-53.0% |