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 | $11,049 | $98,760-88.8% | $149,715-92.6% | $79,858-86.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 22.15% | 27.43%-5.3pp | 276.66%-254.5pp | 31.72%-9.6pp |
| Employer contribution / active EE | $1,261 | $3,217-60.8% | $4,645-72.8% | $2,471-48.9% |
| Participant deferral / active EE | $2,090 | $5,681-63.2% | $6,842-69.5% | $3,740-44.1% |
| Admin fee / account holder | $372 | $6,053-93.9% | $9,310-96.0% | $5,306-93.0% |