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 | $25,044 | $144,130-82.6% | $117,861-78.8% | $147,586-83.0% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 14.99% | 531.20%-516.2pp | 335.11%-320.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $945 | $4,897-80.7% | $3,786-75.1% | $4,876-80.6% |
| Participant deferral / active EE | $1,153 | $5,316-78.3% | $4,482-74.3% | $5,439-78.8% |
| Admin fee / account holder | $1,699 | $10,887-84.4% | $8,021-78.8% | $10,886-84.4% |