Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,454 | $139,948-89.7% | $121,663-88.1% | $154,746-90.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.57% | 230.52%-211.9pp | 147.54%-129.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,796 | $3,521-49.0% | $3,020-40.5% | $4,379-59.0% |
| Participant deferral / active EE | $1,306 | $5,629-76.8% | $4,887-73.3% | $6,730-80.6% |
| Admin fee / account holder | $1,815 | $17,321-89.5% | $14,289-87.3% | $14,365-87.4% |