Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,331 | $227,291-94.6% | $214,702-94.3% | $155,188-92.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.43% | 60.08%-47.6pp | 54.55%-42.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,687 | $6,772-75.1% | $6,461-73.9% | $4,248-60.3% |
| Participant deferral / active EE | $2,114 | $9,582-77.9% | $9,147-76.9% | $6,531-67.6% |
| Admin fee / account holder | $2,936 | $20,413-85.6% | $19,830-85.2% | $14,480-79.7% |