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 | $33,441 | $145,431-77.0% | $211,142-84.2% | $87,485-61.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.92% | 27.21%-10.3pp | 46.84%-29.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $5,845 | $4,662+25.4% | $6,442-9.3% | $2,596+125.1% |
| Participant deferral / active EE | $3,108 | $6,859-54.7% | $9,284-66.5% | $4,274-27.3% |
| Admin fee / account holder | $5,543 | $17,052-67.5% | $19,076-70.9% | $7,775-28.7% |