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 | $16,382 | $183,988-91.1% | $162,177-89.9% | $152,897-89.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 43.04% | 150.79%-107.7pp | 115.60%-72.6pp | 345.43%-302.4pp |
| Employer contribution / active EE | $1,562 | $6,370-75.5% | $5,613-72.2% | $4,764-67.2% |
| Participant deferral / active EE | $1,418 | $8,032-82.4% | $7,297-80.6% | $5,851-75.8% |
| Admin fee / account holder | $311 | $13,123-97.6% | $10,843-97.1% | $11,599-97.3% |