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 | $9,478 | $76,371-87.6% | $93,621-89.9% | $72,976-87.0% |
| Participation rate | 81.6% | 71.8%+9.8pp | 75.8%+5.7pp | 69.5%+12.1pp |
| Annual return | 22.07% | 25.82%-3.7pp | 32.76%-10.7pp | 81.02%-58.9pp |
| Employer contribution / active EE | $1,591 | $2,276-30.1% | $2,719-41.5% | $2,440-34.8% |
| Participant deferral / active EE | $929 | $3,538-73.7% | $4,070-77.2% | $3,608-74.2% |
| Admin fee / account holder | $1,286 | $6,839-81.2% | $7,890-83.7% | $5,124-74.9% |