Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,460 | $93,617-87.8% | $135,982-91.6% | $75,177-84.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.78% | 30.89%-13.1pp | 68.32%-50.5pp | 160.75%-143.0pp |
| Employer contribution / active EE | $910 | $3,538-74.3% | $4,859-81.3% | $2,671-65.9% |
| Participant deferral / active EE | $2,355 | $6,406-63.2% | $7,760-69.7% | $4,126-42.9% |
| Admin fee / account holder | $369 | $6,980-94.7% | $10,767-96.6% | $5,651-93.5% |