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 | $14,028 | $160,070-91.2% | $147,117-90.5% | $145,897-90.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.24% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,512 | $5,285-71.4% | $4,932-69.4% | $4,663-67.6% |
| Participant deferral / active EE | $1,814 | $8,419-78.5% | $8,065-77.5% | $6,689-72.9% |
| Admin fee / account holder | $1,005 | $15,035-93.3% | $12,993-92.3% | $13,390-92.5% |