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 | $17,032 | $81,208-79.0% | $98,920-82.8% | $79,856-78.7% |
| Participation rate | 71.4% | 72.5%-1.1pp | 76.0%-4.6pp | 69.6%+1.8pp |
| Annual return | 16.04% | 60.99%-45.0pp | 196.47%-180.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $801 | $1,960-59.1% | $2,689-70.2% | $2,471-67.6% |
| Participant deferral / active EE | $1,184 | $3,265-63.7% | $4,245-72.1% | $3,741-68.3% |
| Admin fee / account holder | $1,838 | $6,013-69.4% | $6,643-72.3% | $5,306-65.4% |