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 | $188,514 | $287,738-34.5% | $246,255-23.4% | $428,746-56.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 80.9%+19.1pp | 88.2%+11.8pp |
| Annual return | 17.13% | -7.23%+24.4pp | -5.83%+23.0pp | 331.92%-314.8pp |
| Employer contribution / active EE | $0 | $7,112-100.0% | $6,099-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $3,587 | $5,982-40.0% | $5,313-32.5% | $5,961-39.8% |
| Admin fee / account holder | $769 | $12,870-94.0% | $11,945-93.6% | $31,735-97.6% |