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 | $22,483 | $85,766-73.8% | $136,298-83.5% | $70,126-67.9% |
| Participation rate | 79.6% | 74.2%+5.4pp | 81.9%-2.3pp | 69.5%+10.1pp |
| Annual return | 16.31% | 31.46%-15.1pp | 5156.27%-5140.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $755 | $2,966-74.5% | $4,696-83.9% | $2,343-67.8% |
| Participant deferral / active EE | $2,122 | $5,051-58.0% | $6,247-66.0% | $3,332-36.3% |
| Admin fee / account holder | $500 | $5,421-90.8% | $9,244-94.6% | $4,645-89.2% |