Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,240 | $60,349-64.8% | $74,184-71.4% | $62,881-66.2% |
| Participation rate | 92.2% | 72.7%+19.5pp | 76.6%+15.6pp | 69.3%+22.9pp |
| Annual return | 5.46% | 21.38%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $678 | $1,680-59.6% | $2,370-71.4% | $2,281-70.3% |
| Participant deferral / active EE | $929 | $2,856-67.5% | $3,550-73.8% | $3,203-71.0% |
| Admin fee / account holder | $1,121 | $4,261-73.7% | $5,586-79.9% | $4,296-73.9% |