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 | $24,633 | $95,453-74.2% | $112,040-78.0% | $82,448-70.1% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 14.41% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,430 | $2,318+4.9% | $2,954-17.7% | $2,551-4.7% |
| Participant deferral / active EE | $1,876 | $4,224-55.6% | $5,098-63.2% | $4,139-54.7% |
| Admin fee / account holder | $4,640 | $9,013-48.5% | $12,098-61.6% | $7,234-35.9% |