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 | $44,631 | $167,415-73.3% | $140,514-68.2% | $198,609-77.5% |
| Participation rate | 94.7% | 80.9%+13.9pp | 77.8%+16.9pp | 82.4%+12.4pp |
| Annual return | 10.51% | 13.85%-3.3pp | 14.36%-3.8pp | 202.70%-192.2pp |
| Employer contribution / active EE | $2,105 | $4,088-48.5% | $3,378-37.7% | $5,055-58.4% |
| Participant deferral / active EE | $1,358 | $5,579-75.7% | $4,919-72.4% | $6,977-80.5% |
| Admin fee / account holder | $3,772 | $16,730-77.5% | $13,697-72.5% | $19,030-80.2% |