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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,185 | $375,661-32.3% | $312,151-18.6% | $382,429-33.5% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 7.18% | 0.11%+7.1pp | 1.82%+5.4pp | 248.85%-241.7pp |
| Employer contribution / active EE | $8,494 | $9,697-12.4% | $8,031+5.8% | $8,036+5.7% |
| Participant deferral / active EE | $488 | $5,737-91.5% | $5,370-90.9% | $5,727-91.5% |
| Admin fee / account holder | $5,002 | $64,308-92.2% | $51,799-90.3% | $30,732-83.7% |