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 | $39,250 | $143,969-72.7% | $199,883-80.4% | $82,637-52.5% |
| Participation rate | 79.3% | 84.1%-4.8pp | 86.8%-7.5pp | 68.1%+11.3pp |
| Annual return | 17.18% | 25.67%-8.5pp | 43.81%-26.6pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,111 | $4,632-54.4% | $6,261-66.3% | $2,552-17.3% |
| Participant deferral / active EE | $3,063 | $6,937-55.8% | $9,138-66.5% | $4,126-25.8% |
| Admin fee / account holder | $2,277 | $14,597-84.4% | $17,268-86.8% | $7,339-69.0% |