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 | $6,232 | $81,276-92.3% | $155,574-96.0% | $80,925-92.3% |
| Participation rate | 71.1% | 66.2%+4.9pp | 78.2%-7.1pp | 67.7%+3.5pp |
| Annual return | 10.95% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $457 | $3,103-85.3% | $4,676-90.2% | $2,756-83.4% |
| Participant deferral / active EE | $683 | $3,453-80.2% | $5,629-87.9% | $4,299-84.1% |
| Admin fee / account holder | $965 | $7,993-87.9% | $15,914-93.9% | $6,940-86.1% |