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 | $17,428 | $209,428-91.7% | $178,498-90.2% | $158,950-89.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.52% | 188.78%-162.3pp | 151.09%-124.6pp | 302.91%-276.4pp |
| Employer contribution / active EE | $3,572 | $5,707-37.4% | $5,011-28.7% | $4,762-25.0% |
| Participant deferral / active EE | $541 | $5,955-90.9% | $5,202-89.6% | $5,983-91.0% |
| Admin fee / account holder | $1,725 | $17,077-89.9% | $13,985-87.7% | $11,248-84.7% |