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 | $12,658 | $155,555-91.9% | $146,866-91.4% | $155,188-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.76% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,449 | $4,647-47.3% | $4,425-44.7% | $4,248-42.3% |
| Participant deferral / active EE | $1,633 | $8,044-79.7% | $7,759-79.0% | $6,531-75.0% |
| Admin fee / account holder | $1,560 | $14,755-89.4% | $13,620-88.5% | $14,480-89.2% |