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 | $21,242 | $202,342-89.5% | $172,752-87.7% | $152,897-86.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.54% | 1029.83%-1016.3pp | 802.97%-789.4pp | 345.43%-331.9pp |
| Employer contribution / active EE | $6,884 | $5,858+17.5% | $5,144+33.8% | $4,764+44.5% |
| Participant deferral / active EE | $1,188 | $5,948-80.0% | $5,198-77.2% | $5,851-79.7% |
| Admin fee / account holder | $7,867 | $17,111-54.0% | $13,955-43.6% | $11,599-32.2% |