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 | $19,725 | $165,361-88.1% | $149,715-86.8% | $158,950-87.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.42% | 348.24%-338.8pp | 276.66%-267.2pp | 302.91%-293.5pp |
| Employer contribution / active EE | $1,204 | $5,103-76.4% | $4,645-74.1% | $4,762-74.7% |
| Participant deferral / active EE | $1,661 | $7,182-76.9% | $6,842-75.7% | $5,983-72.2% |
| Admin fee / account holder | $1,653 | $10,808-84.7% | $9,310-82.2% | $11,248-85.3% |