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 | $37,109 | $212,777-82.6% | $173,703-78.6% | $198,609-81.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 10.38% | 18.82%-8.4pp | 17.46%-7.1pp | 202.70%-192.3pp |
| Employer contribution / active EE | $3,015 | $5,214-42.2% | $4,288-29.7% | $5,055-40.4% |
| Participant deferral / active EE | $1,677 | $5,697-70.6% | $4,854-65.4% | $6,977-76.0% |
| Admin fee / account holder | $712 | $19,536-96.4% | $15,562-95.4% | $19,030-96.3% |