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 | $21,193 | $223,823-90.5% | $211,142-90.0% | $154,746-86.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.56% | 50.39%-37.8pp | 46.84%-34.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $3,960 | $6,787-41.6% | $6,442-38.5% | $4,379-9.6% |
| Participant deferral / active EE | $2,465 | $9,750-74.7% | $9,284-73.5% | $6,730-63.4% |
| Admin fee / account holder | $4,744 | $19,707-75.9% | $19,076-75.1% | $14,365-67.0% |