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 | $39,440 | $167,415-76.4% | $140,514-71.9% | $198,609-80.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 6.58% | 13.85%-7.3pp | 14.36%-7.8pp | 202.70%-196.1pp |
| Employer contribution / active EE | $3,591 | $4,088-12.1% | $3,378+6.3% | $5,055-29.0% |
| Participant deferral / active EE | $2,190 | $5,579-60.7% | $4,919-55.5% | $6,977-68.6% |
| Admin fee / account holder | $56,803 | $16,730+239.5% | $13,697+314.7% | $19,030+198.5% |