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 | $5,522 | $43,344-87.3% | $59,899-90.8% | $64,173-91.4% |
| Participation rate | 93.3% | 69.2%+24.2pp | 74.7%+18.6pp | 69.6%+23.8pp |
| Annual return | -4.54% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $545 | $2,030-73.2% | $2,723-80.0% | $2,381-77.1% |
| Participant deferral / active EE | $498 | $2,547-80.5% | $3,402-85.4% | $3,470-85.7% |
| Admin fee / account holder | $1,036 | $3,008-65.6% | $3,592-71.2% | $4,887-78.8% |