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 | $15,724 | $109,620-85.7% | $148,496-89.4% | $94,015-83.3% |
| Participation rate | 74.4% | 71.3%+3.2pp | 76.0%-1.6pp | 70.8%+3.6pp |
| Annual return | 25.04% | 17.54%+7.5pp | 12.33%+12.7pp | 17.84%+7.2pp |
| Employer contribution / active EE | $1,351 | $2,618-48.4% | $3,497-61.4% | $2,790-51.6% |
| Participant deferral / active EE | $1,610 | $3,831-58.0% | $4,808-66.5% | $4,249-62.1% |
| Admin fee / account holder | $537 | $10,050-94.7% | $19,547-97.3% | $8,951-94.0% |