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 | $8,510 | $96,731-91.2% | $123,973-93.1% | $86,983-90.2% |
| Participation rate | 75.0% | 70.0%+5.0pp | 76.7%-1.7pp | 69.5%+5.5pp |
| Annual return | 24.26% | 17.33%+6.9pp | 388.13%-363.9pp | 25.83%-1.6pp |
| Employer contribution / active EE | $6,600 | $3,297+100.2% | $4,126+60.0% | $2,584+155.4% |
| Participant deferral / active EE | $354 | $4,152-91.5% | $5,247-93.3% | $4,194-91.6% |
| Admin fee / account holder | $4,644 | $8,722-46.8% | $11,799-60.6% | $7,856-40.9% |