Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,839 | $157,304-86.1% | $141,197-84.5% | $152,909-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.34% | 64.34%-47.0pp | 71.41%-54.1pp | 345.46%-328.1pp |
| Employer contribution / active EE | $4,743 | $5,263-9.9% | $4,736+0.1% | $4,764-0.4% |
| Participant deferral / active EE | $1,086 | $7,111-84.7% | $6,710-83.8% | $5,851-81.4% |
| Admin fee / account holder | $17,272 | $12,126+42.4% | $10,265+68.3% | $11,601+48.9% |