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 | $5,016 | $78,423-93.6% | $95,964-94.8% | $79,856-93.7% |
| Participation rate | 74.2% | 73.5%+0.7pp | 77.1%-2.9pp | 69.6%+4.6pp |
| Annual return | 20.28% | 19.37%+0.9pp | 91.64%-71.4pp | 31.71%-11.4pp |
| Employer contribution / active EE | $487 | $1,945-74.9% | $2,541-80.8% | $2,471-80.3% |
| Participant deferral / active EE | $1,333 | $3,440-61.2% | $4,167-68.0% | $3,741-64.4% |
| Admin fee / account holder | $1,117 | $5,622-80.1% | $6,797-83.6% | $5,306-79.0% |