Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,540 | $98,776-86.3% | $149,745-91.0% | $79,856-83.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.21% | 27.38%-12.2pp | 276.72%-261.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,055 | $3,217-67.2% | $4,646-77.3% | $2,471-57.3% |
| Participant deferral / active EE | $583 | $5,681-89.7% | $6,843-91.5% | $3,741-84.4% |
| Admin fee / account holder | $1,393 | $6,053-77.0% | $9,312-85.0% | $5,306-73.7% |