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 | $28,156 | $78,423-64.1% | $95,964-70.7% | $79,856-64.7% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+21.0pp | 69.6%+28.4pp |
| Annual return | 10.71% | 19.37%-8.7pp | 91.64%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,296 | $1,945-33.4% | $2,541-49.0% | $2,471-47.6% |
| Participant deferral / active EE | $1,239 | $3,440-64.0% | $4,167-70.3% | $3,741-66.9% |
| Admin fee / account holder | $2,100 | $5,622-62.7% | $6,797-69.1% | $5,306-60.4% |