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 | $12,319 | $100,901-87.8% | $75,501-83.7% | $147,586-91.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 8.17% | 35.78%-27.6pp | 27.35%-19.2pp | 578.59%-570.4pp |
| Employer contribution / active EE | $2,122 | $3,253-34.8% | $2,352-9.8% | $4,876-56.5% |
| Participant deferral / active EE | $189 | $4,027-95.3% | $3,142-94.0% | $5,439-96.5% |
| Admin fee / account holder | $1,607 | $11,285-85.8% | $5,801-72.3% | $10,886-85.2% |