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 | $12,924 | $77,460-83.3% | $100,378-87.1% | $80,925-84.0% |
| Participation rate | 97.2% | 76.9%+20.2pp | 81.5%+15.7pp | 67.7%+29.5pp |
| Annual return | 40.07% | 37.24%+2.8pp | 49.41%-9.3pp | 35.65%+4.4pp |
| Employer contribution / active EE | $1,277 | $2,801-54.4% | $3,942-67.6% | $2,756-53.7% |
| Participant deferral / active EE | $1,617 | $6,818-76.3% | $8,087-80.0% | $4,299-62.4% |
| Admin fee / account holder | $16,810 | $5,887+185.6% | $7,899+112.8% | $6,940+142.2% |