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 | $21,031 | $131,835-84.0% | $108,582-80.6% | $273,972-92.3% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 7.66% | -91.57%+99.2pp | -51.70%+59.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,201 | $4,913-75.6% | $3,758-68.1% | $4,869-75.3% |
| Participant deferral / active EE | $1,377 | $5,127-73.1% | $4,311-68.1% | $5,287-74.0% |
| Admin fee / account holder | $1,433 | $10,253-86.0% | $7,645-81.3% | $10,133-85.9% |