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 | $29,500 | $168,635-82.5% | $147,617-80.0% | $125,389-76.5% |
| Participation rate | 95.5% | 88.8%+6.7pp | 84.6%+10.8pp | 83.2%+12.3pp |
| Annual return | -1.95% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,266 | $6,252-63.8% | $5,564-59.3% | $4,866-53.4% |
| Participant deferral / active EE | $1,768 | $5,507-67.9% | $4,895-63.9% | $5,352-67.0% |
| Admin fee / account holder | $2,970 | $13,580-78.1% | $11,612-74.4% | $9,541-68.9% |