Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,152 | $77,449-88.2% | $69,483-86.8% | $152,909-94.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.5%+7.5pp |
| Annual return | 12.38% | 39.09%-26.7pp | 28.99%-16.6pp | 345.46%-333.1pp |
| Employer contribution / active EE | $2,766 | $3,316-16.6% | $2,780-0.5% | $4,764-41.9% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,415 | $6,210-61.1% | $3,841-37.1% | $11,601-79.2% |