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 | $10,021 | $217,432-95.4% | $185,849-94.6% | $167,536-94.0% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 35.70% | 148.42%-112.7pp | 122.10%-86.4pp | 478.82%-443.1pp |
| Employer contribution / active EE | $1,562 | $5,875-73.4% | $5,169-69.8% | $4,839-67.7% |
| Participant deferral / active EE | $1,030 | $6,357-83.8% | $5,569-81.5% | $6,342-83.8% |
| Admin fee / account holder | $2,943 | $19,818-85.2% | $16,244-81.9% | $12,315-76.1% |