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 | $14,796 | $81,208-81.8% | $98,920-85.0% | $79,852-81.5% |
| Participation rate | 97.5% | 72.5%+25.0pp | 76.0%+21.5pp | 69.6%+27.9pp |
| Annual return | 31.14% | 60.99%-29.9pp | 196.47%-165.3pp | 31.72%-0.6pp |
| Employer contribution / active EE | $478 | $1,960-75.6% | $2,689-82.2% | $2,471-80.7% |
| Participant deferral / active EE | $553 | $3,265-83.1% | $4,245-87.0% | $3,740-85.2% |
| Admin fee / account holder | $440 | $6,013-92.7% | $6,643-93.4% | $5,306-91.7% |