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 | $17,940 | $138,312-87.0% | $122,979-85.4% | $155,188-88.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.58% | 22.06%-4.5pp | 20.12%-2.5pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,448 | $3,530-59.0% | $3,062-52.7% | $4,248-65.9% |
| Participant deferral / active EE | $1,246 | $5,592-77.7% | $5,003-75.1% | $6,531-80.9% |
| Admin fee / account holder | $715 | $15,089-95.3% | $12,864-94.4% | $14,480-95.1% |