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 | $16,434 | $197,637-91.7% | $177,848-90.8% | $158,982-89.7% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 24.29% | 58.77%-34.5pp | 48.33%-24.0pp | 302.99%-278.7pp |
| Employer contribution / active EE | $2,180 | $6,698-67.5% | $5,919-63.2% | $4,763-54.2% |
| Participant deferral / active EE | $2,180 | $8,405-74.1% | $7,714-71.7% | $5,983-63.6% |
| Admin fee / account holder | $316 | $15,406-97.9% | $12,431-97.5% | $11,252-97.2% |