Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,740 | $223,823-93.0% | $211,142-92.5% | $154,746-89.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.14% | 50.39%-39.3pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,871 | $6,787-72.4% | $6,442-71.0% | $4,379-57.3% |
| Participant deferral / active EE | $2,983 | $9,750-69.4% | $9,284-67.9% | $6,730-55.7% |
| Admin fee / account holder | $3,449 | $19,707-82.5% | $19,076-81.9% | $14,365-76.0% |