Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,094 | $93,598-77.5% | $135,974-84.5% | $75,173-71.9% |
| Participation rate | 72.1% | 75.2%-3.1pp | 81.9%-9.8pp | 67.2%+4.9pp |
| Annual return | 21.93% | 30.89%-9.0pp | 68.30%-46.4pp | 160.72%-138.8pp |
| Employer contribution / active EE | $1,540 | $3,538-56.5% | $4,859-68.3% | $2,671-42.3% |
| Participant deferral / active EE | $2,267 | $6,405-64.6% | $7,760-70.8% | $4,126-45.0% |
| Admin fee / account holder | $425 | $6,978-93.9% | $10,767-96.1% | $5,651-92.5% |