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 | $7,855 | $45,087-82.6% | $69,483-88.7% | $72,976-89.2% |
| Participation rate | 72.7% | 68.5%+4.3pp | 74.6%-1.9pp | 69.5%+3.2pp |
| Annual return | 6.46% | 22.67%-16.2pp | 28.99%-22.5pp | 81.02%-74.6pp |
| Employer contribution / active EE | $831 | $2,055-59.6% | $2,780-70.1% | $2,440-65.9% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $932 | $3,057-69.5% | $3,841-75.7% | $5,124-81.8% |