Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,027 | $106,524-91.5% | $152,301-94.1% | $87,485-89.7% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.4%+5.3pp | 68.9%+18.8pp |
| Annual return | 16.95% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $864 | $3,371-74.4% | $4,624-81.3% | $2,596-66.7% |
| Participant deferral / active EE | $1,443 | $6,525-77.9% | $8,004-82.0% | $4,274-66.2% |
| Admin fee / account holder | $694 | $8,287-91.6% | $14,398-95.2% | $7,775-91.1% |