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 | $23,992 | $197,594-87.9% | $177,822-86.5% | $158,931-84.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.53% | 58.76%-51.2pp | 48.32%-40.8pp | 302.86%-295.3pp |
| Employer contribution / active EE | $1,679 | $6,697-74.9% | $5,918-71.6% | $4,761-64.7% |
| Participant deferral / active EE | $2,297 | $8,405-72.7% | $7,714-70.2% | $5,982-61.6% |
| Admin fee / account holder | $481 | $15,400-96.9% | $12,428-96.1% | $11,247-95.7% |