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 | $17,220 | $108,825-84.2% | $156,181-89.0% | $82,448-79.1% |
| Participation rate | 72.5% | 72.4%+0.1pp | 78.8%-6.4pp | 68.1%+4.4pp |
| Annual return | 15.67% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,324 | $2,870-53.9% | $4,294-69.2% | $2,551-48.1% |
| Participant deferral / active EE | $1,700 | $4,577-62.9% | $6,132-72.3% | $4,139-58.9% |
| Admin fee / account holder | $1,376 | $9,341-85.3% | $14,586-90.6% | $7,234-81.0% |