Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,432 | $196,972-94.7% | $182,262-94.3% | $198,609-94.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.63% | 158.27%-137.6pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,445 | $5,364-73.1% | $5,046-71.4% | $5,055-71.4% |
| Participant deferral / active EE | $1,837 | $8,643-78.7% | $8,276-77.8% | $6,977-73.7% |
| Admin fee / account holder | $1,173 | $18,429-93.6% | $16,712-93.0% | $19,030-93.8% |