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 | $22,945 | $58,828-61.0% | $78,002-70.6% | $62,881-63.5% |
| Participation rate | 92.6% | 71.1%+21.5pp | 75.5%+17.1pp | 69.3%+23.3pp |
| Annual return | 17.16% | 17.16%0pp | 425.99%-408.8pp | 20.14%-3.0pp |
| Employer contribution / active EE | $9,384 | $1,672+461.3% | $2,470+279.9% | $2,281+311.4% |
| Participant deferral / active EE | $914 | $2,686-66.0% | $3,497-73.9% | $3,203-71.5% |
| Admin fee / account holder | $761 | $4,393-82.7% | $5,481-86.1% | $4,296-82.3% |