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 | $16,167 | $67,602-76.1% | $82,312-80.4% | $70,126-76.9% |
| Participation rate | 96.5% | 72.8%+23.7pp | 76.9%+19.6pp | 69.5%+27.0pp |
| Annual return | 14.76% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $667 | $1,755-62.0% | $2,428-72.5% | $2,343-71.5% |
| Participant deferral / active EE | $671 | $2,987-77.6% | $3,706-81.9% | $3,332-79.9% |
| Admin fee / account holder | $532 | $4,512-88.2% | $5,608-90.5% | $4,645-88.6% |