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 | $12,668 | $181,896-93.0% | $156,551-91.9% | $273,972-95.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.99% | 30.74%-20.8pp | 32.23%-22.2pp | 41.46%-31.5pp |
| Employer contribution / active EE | $10,452 | $6,248+67.3% | $5,501+90.0% | $4,869+114.7% |
| Participant deferral / active EE | $838 | $5,550-84.9% | $4,871-82.8% | $5,287-84.1% |
| Admin fee / account holder | $1,147 | $15,560-92.6% | $13,028-91.2% | $10,133-88.7% |