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 | $32,292 | $227,399-85.8% | $189,758-83.0% | $198,609-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.65% | 61.03%-43.4pp | 52.62%-35.0pp | 202.70%-185.0pp |
| Employer contribution / active EE | $4,603 | $5,526-16.7% | $4,767-3.4% | $5,055-8.9% |
| Participant deferral / active EE | $743 | $6,837-89.1% | $5,856-87.3% | $6,977-89.3% |
| Admin fee / account holder | $1,911 | $25,162-92.4% | $20,388-90.6% | $19,030-90.0% |