Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,646 | $196,972-84.4% | $182,262-83.2% | $198,609-84.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.85% | 158.27%-139.4pp | 140.60%-121.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $5,121 | $5,364-4.5% | $5,046+1.5% | $5,055+1.3% |
| Participant deferral / active EE | $2,962 | $8,643-65.7% | $8,276-64.2% | $6,977-57.5% |
| Admin fee / account holder | $394 | $18,429-97.9% | $16,712-97.6% | $19,030-97.9% |