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 | $3,849 | $165,584-97.7% | $142,942-97.3% | $137,256-97.2% |
| Participation rate | 85.7% | 80.1%+5.6pp | 76.8%+8.9pp | 80.0%+5.8pp |
| Annual return | 15.50% | 164.22%-148.7pp | 113.70%-98.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $850 | $4,725-82.0% | $4,139-79.5% | $4,156-79.5% |
| Participant deferral / active EE | $1,662 | $8,194-79.7% | $7,128-76.7% | $6,407-74.1% |
| Admin fee / account holder | $9,271 | $16,167-42.7% | $12,475-25.7% | $12,270-24.4% |