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 | $19,990 | $91,559-78.2% | $133,978-85.1% | $79,856-75.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 21.45% | 61.85%-40.4pp | 45.10%-23.7pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,791 | $2,384+17.1% | $3,919-28.8% | $2,471+12.9% |
| Participant deferral / active EE | $1,630 | $3,734-56.3% | $5,047-67.7% | $3,741-56.4% |
| Admin fee / account holder | $3,053 | $6,321-51.7% | $8,930-65.8% | $5,306-42.5% |