Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,087 | $227,399-93.4% | $189,758-92.0% | $198,609-92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.85% | 61.03%-41.2pp | 52.62%-32.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $1,707 | $5,526-69.1% | $4,767-64.2% | $5,055-66.2% |
| Participant deferral / active EE | $3,124 | $6,837-54.3% | $5,856-46.6% | $6,977-55.2% |
| Admin fee / account holder | $936 | $25,162-96.3% | $20,388-95.4% | $19,030-95.1% |