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 | $17,662 | $103,392-82.9% | $87,104-79.7% | $152,897-88.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.51% | 28.10%-6.6pp | 28.19%-6.7pp | 345.43%-323.9pp |
| Employer contribution / active EE | $691 | $3,221-78.5% | $2,521-72.6% | $4,764-85.5% |
| Participant deferral / active EE | $975 | $4,778-79.6% | $4,048-75.9% | $5,851-83.3% |
| Admin fee / account holder | $8,639 | $12,194-29.2% | $7,491+15.3% | $11,599-25.5% |