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 | $15,165 | $88,672-82.9% | $105,223-85.6% | $82,448-81.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.68% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,618 | $3,048-14.1% | $3,689-29.0% | $2,551+2.6% |
| Participant deferral / active EE | $1,511 | $4,036-62.6% | $5,072-70.2% | $4,139-63.5% |
| Admin fee / account holder | $1,522 | $7,146-78.7% | $8,859-82.8% | $7,234-79.0% |