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 | $18,564 | $69,977-73.5% | $108,582-82.9% | $62,881-70.5% |
| Participation rate | 70.6% | 72.9%-2.3pp | 79.6%-9.0pp | 69.3%+1.3pp |
| Annual return | 5.37% | 10.73%-5.4pp | -51.70%+57.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,457 | $2,135+15.1% | $3,758-34.6% | $2,281+7.7% |
| Participant deferral / active EE | $1,298 | $3,165-59.0% | $4,311-69.9% | $3,203-59.5% |
| Admin fee / account holder | $2,664 | $5,076-47.5% | $7,645-65.2% | $4,296-38.0% |