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 | $16,411 | $167,533-90.2% | $151,645-89.2% | $134,545-87.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -17.14% | 7.81%-24.9pp | 3.34%-20.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,522 | $6,828-77.7% | $6,165-75.3% | $4,742-67.9% |
| Participant deferral / active EE | $508 | $8,985-94.3% | $8,363-93.9% | $6,401-92.1% |
| Admin fee / account holder | $766 | $13,781-94.4% | $11,614-93.4% | $11,431-93.3% |