Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,473 | $106,749-88.3% | $145,433-91.4% | $82,448-84.9% |
| Participation rate | 85.3% | 75.6%+9.7pp | 82.1%+3.2pp | 68.1%+17.3pp |
| Annual return | 15.87% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,088 | $3,444-68.4% | $4,554-76.1% | $2,551-57.4% |
| Participant deferral / active EE | $2,358 | $6,519-63.8% | $7,897-70.1% | $4,139-43.0% |
| Admin fee / account holder | $609 | $8,390-92.7% | $13,129-95.4% | $7,234-91.6% |