Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,948 | $129,737-92.3% | $119,126-91.6% | $154,746-93.6% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 13.85% | 379.08%-365.2pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,651 | $4,375-62.3% | $4,034-59.1% | $4,379-62.3% |
| Participant deferral / active EE | $1,729 | $5,842-70.4% | $5,318-67.5% | $6,730-74.3% |
| Admin fee / account holder | $845 | $11,961-92.9% | $10,693-92.1% | $14,365-94.1% |