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 | $21,121 | $87,059-75.7% | $105,608-80.0% | $80,925-73.9% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.7%+9.5pp |
| Annual return | 14.45% | 17.05%-2.6pp | 116.50%-102.1pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,975 | $2,396-17.6% | $3,167-37.6% | $2,756-28.3% |
| Participant deferral / active EE | $1,194 | $3,986-70.1% | $5,010-76.2% | $4,299-72.2% |
| Admin fee / account holder | $1,090 | $8,443-87.1% | $11,028-90.1% | $6,940-84.3% |