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 | $17,770 | $138,312-87.2% | $122,979-85.6% | $155,188-88.5% |
| Participation rate | 95.5% | 80.2%+15.3pp | 77.2%+18.3pp | 80.8%+14.7pp |
| Annual return | 15.56% | 22.06%-6.5pp | 20.12%-4.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,343 | $3,530-62.0% | $3,062-56.2% | $4,248-68.4% |
| Participant deferral / active EE | $1,667 | $5,592-70.2% | $5,003-66.7% | $6,531-74.5% |
| Admin fee / account holder | $305 | $15,089-98.0% | $12,864-97.6% | $14,480-97.9% |