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 | $13,706 | $183,592-92.5% | $155,574-91.2% | $145,877-90.6% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 10.45% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,655 | $5,317-50.1% | $4,676-43.2% | $4,663-43.1% |
| Participant deferral / active EE | $980 | $6,466-84.9% | $5,629-82.6% | $6,691-85.4% |
| Admin fee / account holder | $10,503 | $19,316-45.6% | $15,914-34.0% | $13,402-21.6% |