Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,257 | $196,972-87.7% | $182,262-86.7% | $198,609-87.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 6.43% | 158.27%-151.8pp | 140.60%-134.2pp | 202.70%-196.3pp |
| Employer contribution / active EE | $4,859 | $5,364-9.4% | $5,046-3.7% | $5,055-3.9% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,690 | $18,429-85.4% | $16,712-83.9% | $19,030-85.9% |