Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,921 | $72,114-86.2% | $108,745-90.9% | $62,881-84.2% |
| Participation rate | 95.9% | 74.6%+21.3pp | 77.7%+18.2pp | 69.3%+26.6pp |
| Annual return | 8.92% | 13.41%-4.5pp | 46.22%-37.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $599 | $2,694-77.8% | $3,323-82.0% | $2,281-73.8% |
| Participant deferral / active EE | $812 | $4,044-79.9% | $5,121-84.1% | $3,203-74.7% |
| Admin fee / account holder | $1,581 | $4,608-65.7% | $6,144-74.3% | $4,296-63.2% |