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 | $10,586 | $83,485-87.3% | $125,195-91.5% | $72,976-85.5% |
| Participation rate | 75.5% | 73.3%+2.2pp | 79.8%-4.3pp | 69.5%+6.0pp |
| Annual return | 17.75% | 25.77%-8.0pp | 43.79%-26.0pp | 81.02%-63.3pp |
| Employer contribution / active EE | $945 | $2,346-59.7% | $3,866-75.6% | $2,440-61.3% |
| Participant deferral / active EE | $1,441 | $3,586-59.8% | $4,937-70.8% | $3,608-60.1% |
| Admin fee / account holder | $809 | $5,518-85.3% | $9,704-91.7% | $5,124-84.2% |