Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,430 | $102,422-88.8% | $147,117-92.2% | $80,959-85.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 14.92% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,641 | $3,717-55.9% | $4,932-66.7% | $2,757-40.5% |
| Participant deferral / active EE | $2,345 | $6,652-64.7% | $8,065-70.9% | $4,300-45.5% |
| Admin fee / account holder | $452 | $7,953-94.3% | $12,993-96.5% | $6,925-93.5% |