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 | $13,157 | $91,537-85.6% | $130,045-89.9% | $75,173-82.5% |
| Participation rate | 78.3% | 71.5%+6.9pp | 78.5%-0.2pp | 67.2%+11.1pp |
| Annual return | 15.33% | -631.55%+646.9pp | -137.30%+152.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $954 | $2,845-66.5% | $4,321-77.9% | $2,671-64.3% |
| Participant deferral / active EE | $1,406 | $4,343-67.6% | $5,820-75.8% | $4,126-65.9% |
| Admin fee / account holder | $1,360 | $6,780-79.9% | $10,600-87.2% | $5,651-75.9% |