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 | $20,722 | $71,873-71.2% | $86,698-76.1% | $68,490-69.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.41% | 3.54%-19.9pp | 35.96%-52.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,743 | $2,173+26.2% | $2,837-3.3% | $2,597+5.6% |
| Participant deferral / active EE | $984 | $3,779-74.0% | $4,656-78.9% | $4,028-75.6% |
| Admin fee / account holder | $747 | $6,110-87.8% | $7,492-90.0% | $5,403-86.2% |