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 | $10,897 | $95,453-88.6% | $112,040-90.3% | $82,448-86.8% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.5%+18.6pp | 68.1%+27.0pp |
| Annual return | 16.83% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,161 | $2,318-49.9% | $2,954-60.7% | $2,551-54.5% |
| Participant deferral / active EE | $46 | $4,224-98.9% | $5,098-99.1% | $4,139-98.9% |
| Admin fee / account holder | $3,052 | $9,013-66.1% | $12,098-74.8% | $7,234-57.8% |