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 | $23,420 | $198,457-88.2% | $170,435-86.3% | $147,586-84.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.86% | 257.30%-243.4pp | 205.94%-192.1pp | 578.59%-564.7pp |
| Employer contribution / active EE | $4,081 | $6,183-34.0% | $5,432-24.9% | $4,876-16.3% |
| Participant deferral / active EE | $1,071 | $5,629-81.0% | $4,939-78.3% | $5,439-80.3% |
| Admin fee / account holder | $3,419 | $16,852-79.7% | $13,881-75.4% | $10,886-68.6% |