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 | $9,213 | $77,638-88.1% | $156,551-94.1% | $62,881-85.3% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | 6.61% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $997 | $3,444-71.1% | $5,501-81.9% | $2,281-56.3% |
| Participant deferral / active EE | $372 | $3,046-87.8% | $4,871-92.4% | $3,203-88.4% |
| Admin fee / account holder | $1,677 | $5,561-69.8% | $13,028-87.1% | $4,296-61.0% |