Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,586 | $209,336-94.0% | $197,124-93.6% | $137,256-90.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.28% | 48.09%-25.8pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,204 | $6,591-66.6% | $6,227-64.6% | $4,156-47.0% |
| Participant deferral / active EE | $2,891 | $9,614-69.9% | $9,135-68.4% | $6,407-54.9% |
| Admin fee / account holder | $303 | $17,308-98.3% | $16,298-98.1% | $12,270-97.5% |