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 | $9,670 | $48,078-79.9% | $78,676-87.7% | $62,881-84.6% |
| Participation rate | 84.6% | 65.2%+19.4pp | 73.6%+11.1pp | 69.3%+15.3pp |
| Annual return | 5.58% | 31.36%-25.8pp | 62.19%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $872 | $2,015-56.7% | $2,850-69.4% | $2,281-61.8% |
| Participant deferral / active EE | $608 | $2,587-76.5% | $3,517-82.7% | $3,203-81.0% |
| Admin fee / account holder | $2,498 | $3,206-22.1% | $4,510-44.6% | $4,296-41.8% |