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 | $19,985 | $57,828-65.4% | $117,039-82.9% | $70,126-71.5% |
| Participation rate | 92.0% | 67.1%+24.9pp | 77.2%+14.8pp | 69.5%+22.5pp |
| Annual return | 14.79% | 17.55%-2.8pp | 18.95%-4.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,794 | $1,816+53.9% | $3,785-26.2% | $2,343+19.3% |
| Participant deferral / active EE | $860 | $2,438-64.7% | $3,929-78.1% | $3,332-74.2% |
| Admin fee / account holder | $2,380 | $3,548-32.9% | $5,974-60.2% | $4,645-48.8% |