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 | $16,424 | $124,336-86.8% | $111,303-85.2% | $167,518-90.2% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 19.21% | 37.45%-18.2pp | 54.66%-35.5pp | 478.71%-459.5pp |
| Employer contribution / active EE | $745 | $3,436-78.3% | $2,731-72.7% | $4,838-84.6% |
| Participant deferral / active EE | $1,377 | $5,181-73.4% | $4,487-69.3% | $6,342-78.3% |
| Admin fee / account holder | $833 | $10,623-92.2% | $7,966-89.5% | $12,312-93.2% |