Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,314 | $196,972-93.7% | $182,262-93.2% | $198,609-93.8% |
| Participation rate | 95.7% | 85.7%+10.0pp | 84.2%+11.4pp | 82.4%+13.3pp |
| Annual return | 17.44% | 158.27%-140.8pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,537 | $5,364-71.3% | $5,046-69.5% | $5,055-69.6% |
| Participant deferral / active EE | $2,977 | $8,643-65.6% | $8,276-64.0% | $6,977-57.3% |
| Admin fee / account holder | $1,777 | $18,429-90.4% | $16,712-89.4% | $19,030-90.7% |