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 | $24,915 | $57,108-56.4% | $94,229-73.6% | $52,331-52.4% |
| Participation rate | 71.0% | 72.9%-1.9pp | 78.8%-7.8pp | 68.1%+2.9pp |
| Annual return | 0.98% | 1.47%-0.5pp | 10.68%-9.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $677 | $3,040-77.7% | $4,320-84.3% | $3,022-77.6% |
| Admin fee / account holder | $658 | $546+20.4% | $6,269-89.5% | $592+11.2% |