Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,762 | $72,177-80.9% | $115,038-88.0% | $59,633-76.9% |
| Participation rate | 90.6% | 72.6%+18.0pp | 81.4%+9.2pp | 68.7%+21.9pp |
| Annual return | -1.20% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.47%-2042.7pp |
| Employer contribution / active EE | $798 | $2,841-71.9% | $4,608-82.7% | $2,203-63.8% |
| Participant deferral / active EE | $1,004 | $4,783-79.0% | $6,026-83.3% | $3,192-68.6% |
| Admin fee / account holder | $325 | $4,927-93.4% | $8,175-96.0% | $4,297-92.4% |