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 | $97,648-83.9% | $121,663-87.1% | $87,485-82.0% |
| Participation rate | 74.4% | 70.5%+3.9pp | 74.5%-0.1pp | 68.9%+5.5pp |
| Annual return | 25.04% | 18.03%+7.0pp | 147.54%-122.5pp | 26.06%-1.0pp |
| Employer contribution / active EE | $1,351 | $2,300-41.3% | $3,020-55.3% | $2,596-48.0% |
| Participant deferral / active EE | $1,610 | $3,923-59.0% | $4,887-67.1% | $4,274-62.3% |
| Admin fee / account holder | $537 | $11,100-95.2% | $14,289-96.2% | $7,775-93.1% |