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 | $12,136 | $73,978-83.6% | $96,515-87.4% | $75,173-83.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.53% | 26.72%-13.2pp | 35.73%-22.2pp | 160.72%-147.2pp |
| Employer contribution / active EE | $927 | $2,931-68.4% | $3,740-75.2% | $2,671-65.3% |
| Participant deferral / active EE | $920 | $3,660-74.9% | $4,880-81.1% | $4,126-77.7% |
| Admin fee / account holder | $4,011 | $5,219-23.1% | $6,735-40.5% | $5,651-29.0% |