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 | $28,863 | $109,620-73.7% | $148,496-80.6% | $94,015-69.3% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 13.81% | 17.54%-3.7pp | 12.33%+1.5pp | 17.84%-4.0pp |
| Employer contribution / active EE | $1,413 | $2,618-46.0% | $3,497-59.6% | $2,790-49.3% |
| Participant deferral / active EE | $1,793 | $3,831-53.2% | $4,808-62.7% | $4,249-57.8% |
| Admin fee / account holder | $7,929 | $10,050-21.1% | $19,547-59.4% | $8,951-11.4% |