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 | $13,949 | $89,259-84.4% | $107,187-87.0% | $82,637-83.1% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 16.34% | 21.02%-4.7pp | 204.55%-188.2pp | 53.51%-37.2pp |
| Employer contribution / active EE | $3,273 | $3,080+6.3% | $3,782-13.5% | $2,552+28.3% |
| Participant deferral / active EE | $1,442 | $4,037-64.3% | $5,096-71.7% | $4,126-65.0% |
| Admin fee / account holder | $2,359 | $7,381-68.0% | $9,162-74.3% | $7,339-67.9% |