Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,276 | $157,296-88.4% | $141,191-87.1% | $152,897-88.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.28% | 64.34%-49.1pp | 71.41%-56.1pp | 345.43%-330.1pp |
| Employer contribution / active EE | $1,541 | $5,262-70.7% | $4,736-67.5% | $4,764-67.6% |
| Participant deferral / active EE | $600 | $7,111-91.6% | $6,710-91.1% | $5,851-89.7% |
| Admin fee / account holder | $1,793 | $12,125-85.2% | $10,264-82.5% | $11,599-84.5% |