Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,692 | $275,752-95.4% | $256,809-95.1% | $198,609-93.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 6.28% | 34.81%-28.5pp | 32.73%-26.4pp | 202.70%-196.4pp |
| Employer contribution / active EE | $3,376 | $7,721-56.3% | $7,263-53.5% | $5,055-33.2% |
| Participant deferral / active EE | $2,920 | $10,037-70.9% | $9,520-69.3% | $6,977-58.1% |
| Admin fee / account holder | $3,382 | $25,716-86.8% | $25,146-86.6% | $19,030-82.2% |