Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,790 | $155,555-91.8% | $146,866-91.3% | $155,188-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.02% | 115.41%-103.4pp | 102.85%-90.8pp | 148.84%-136.8pp |
| Employer contribution / active EE | $2,041 | $4,647-56.1% | $4,425-53.9% | $4,248-51.9% |
| Participant deferral / active EE | $2,398 | $8,044-70.2% | $7,759-69.1% | $6,531-63.3% |
| Admin fee / account holder | $3,384 | $14,755-77.1% | $13,620-75.2% | $14,480-76.6% |