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 | $15,301 | $201,370-92.4% | $184,256-91.7% | $145,897-89.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.25% | 29.05%-8.8pp | 28.85%-8.6pp | 552.29%-532.0pp |
| Employer contribution / active EE | $1,708 | $7,024-75.7% | $6,427-73.4% | $4,663-63.4% |
| Participant deferral / active EE | $2,562 | $9,808-73.9% | $9,133-71.9% | $6,689-61.7% |
| Admin fee / account holder | $1,822 | $16,364-88.9% | $13,899-86.9% | $13,390-86.4% |