Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,803 | $165,399-88.0% | $149,745-86.8% | $158,982-87.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 17.01% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,371 | $5,105-73.1% | $4,646-70.5% | $4,763-71.2% |
| Participant deferral / active EE | $2,042 | $7,183-71.6% | $6,843-70.2% | $5,983-65.9% |
| Admin fee / account holder | $337 | $10,811-96.9% | $9,312-96.4% | $11,252-97.0% |