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 | $11,682 | $63,346-81.6% | $92,240-87.3% | $70,126-83.3% |
| Participation rate | 71.8% | 68.7%+3.2pp | 76.5%-4.7pp | 69.5%+2.3pp |
| Annual return | 15.01% | 530.19%-515.2pp | 176.29%-161.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,368 | $2,471-44.6% | $3,680-62.8% | $2,343-41.6% |
| Participant deferral / active EE | $670 | $2,854-76.5% | $3,897-82.8% | $3,332-79.9% |
| Admin fee / account holder | $2,061 | $3,841-46.3% | $5,194-60.3% | $4,645-55.6% |