Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,922 | $212,777-95.3% | $173,703-94.3% | $198,609-95.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 10.74% | 18.82%-8.1pp | 17.46%-6.7pp | 202.70%-192.0pp |
| Employer contribution / active EE | $1,528 | $5,214-70.7% | $4,288-64.4% | $5,055-69.8% |
| Participant deferral / active EE | $1,878 | $5,697-67.0% | $4,854-61.3% | $6,977-73.1% |
| Admin fee / account holder | $2,709 | $19,536-86.1% | $15,562-82.6% | $19,030-85.8% |