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 | $10,762 | $176,077-93.9% | $159,455-93.3% | $167,518-93.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.94% | 331.83%-319.9pp | 263.63%-251.7pp | 478.71%-466.8pp |
| Employer contribution / active EE | $986 | $5,298-81.4% | $4,830-79.6% | $4,838-79.6% |
| Participant deferral / active EE | $1,592 | $7,751-79.5% | $7,353-78.3% | $6,342-74.9% |
| Admin fee / account holder | $1,292 | $12,556-89.7% | $10,800-88.0% | $12,312-89.5% |