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 | $197,314 | $375,661-47.5% | $312,151-36.8% | $382,429-48.4% |
| Participation rate | 81.8% | 91.4%-9.5pp | 89.1%-7.3pp | 87.7%-5.9pp |
| Annual return | 15.31% | 0.11%+15.2pp | 1.82%+13.5pp | 248.85%-233.5pp |
| Employer contribution / active EE | $8,636 | $9,697-10.9% | $8,031+7.5% | $8,036+7.5% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $162,889 | $64,308+153.3% | $51,799+214.5% | $30,732+430.0% |