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 | $7,777 | $76,551-89.8% | $123,894-93.7% | $62,881-87.6% |
| Participation rate | 89.3% | 73.0%+16.3pp | 81.4%+7.9pp | 69.3%+20.0pp |
| Annual return | 9.72% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,995 | $2,882+3.9% | $4,617-35.1% | $2,281+31.3% |
| Participant deferral / active EE | $764 | $4,840-84.2% | $5,984-87.2% | $3,203-76.2% |
| Admin fee / account holder | $1,846 | $4,826-61.7% | $8,357-77.9% | $4,296-57.0% |