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 | $15,206 | $60,349-74.8% | $74,184-79.5% | $62,881-75.8% |
| Participation rate | 94.0% | 72.7%+21.3pp | 76.6%+17.4pp | 69.3%+24.7pp |
| Annual return | 8.25% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $676 | $1,680-59.7% | $2,370-71.5% | $2,281-70.3% |
| Participant deferral / active EE | $681 | $2,856-76.2% | $3,550-80.8% | $3,203-78.8% |
| Admin fee / account holder | $888 | $4,261-79.2% | $5,586-84.1% | $4,296-79.3% |