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 | $22,195 | $197,637-88.8% | $177,848-87.5% | $158,982-86.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.71% | 58.77%-42.1pp | 48.33%-31.6pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,289 | $6,698-65.8% | $5,919-61.3% | $4,763-51.9% |
| Participant deferral / active EE | $832 | $8,405-90.1% | $7,714-89.2% | $5,983-86.1% |
| Admin fee / account holder | $2,679 | $15,406-82.6% | $12,431-78.4% | $11,252-76.2% |