Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,107 | $65,367-87.6% | $92,915-91.3% | $72,976-88.9% |
| Participation rate | 75.7% | 68.3%+7.4pp | 76.0%-0.3pp | 69.5%+6.2pp |
| Annual return | 20.11% | 42.11%-22.0pp | 109.45%-89.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $1,023 | $2,594-60.5% | $3,653-72.0% | $2,440-58.1% |
| Participant deferral / active EE | $1,020 | $3,128-67.4% | $4,238-75.9% | $3,608-71.7% |
| Admin fee / account holder | $2,280 | $4,251-46.4% | $5,796-60.7% | $5,124-55.5% |