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 | $21,398 | $105,200-79.7% | $159,474-86.6% | $85,847-75.1% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.8%+5.0pp | 69.3%+18.6pp |
| Annual return | 12.75% | 45.08%-32.3pp | 263.68%-250.9pp | 318.61%-305.9pp |
| Employer contribution / active EE | $1,441 | $3,319-56.6% | $4,831-70.2% | $2,565-43.8% |
| Participant deferral / active EE | $2,309 | $5,946-61.2% | $7,353-68.6% | $3,952-41.6% |
| Admin fee / account holder | $1,028 | $6,934-85.2% | $10,802-90.5% | $6,261-83.6% |