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 | $11,337 | $209,425-94.6% | $178,499-93.6% | $158,966-92.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.15% | 188.80%-179.6pp | 151.10%-142.0pp | 302.95%-293.8pp |
| Employer contribution / active EE | $2,507 | $5,707-56.1% | $5,011-50.0% | $4,762-47.4% |
| Participant deferral / active EE | $1,421 | $5,955-76.1% | $5,202-72.7% | $5,983-76.3% |
| Admin fee / account holder | $5,990 | $17,078-64.9% | $13,986-57.2% | $11,250-46.8% |