Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,663 | $196,972-91.5% | $182,262-90.9% | $198,609-91.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.14% | 158.27%-139.1pp | 140.60%-121.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $2,764 | $5,364-48.5% | $5,046-45.2% | $5,055-45.3% |
| Participant deferral / active EE | $2,485 | $8,643-71.2% | $8,276-70.0% | $6,977-64.4% |
| Admin fee / account holder | $1,637 | $18,429-91.1% | $16,712-90.2% | $19,030-91.4% |