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 | $13,721 | $85,171-83.9% | $172,752-92.1% | $72,975-81.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.70% | 27.32%-10.6pp | 802.97%-786.3pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,581 | $3,324-52.4% | $5,144-69.3% | $2,440-35.2% |
| Participant deferral / active EE | $466 | $3,260-85.7% | $5,198-91.0% | $3,608-87.1% |
| Admin fee / account holder | $2,878 | $5,880-51.1% | $13,955-79.4% | $5,124-43.8% |