Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,575 | $106,864-81.7% | $147,318-86.7% | $82,637-76.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 19.08% | 27.49%-8.4pp | 70.43%-51.4pp | 53.51%-34.4pp |
| Employer contribution / active EE | $1,073 | $3,417-68.6% | $4,593-76.6% | $2,552-58.0% |
| Participant deferral / active EE | $1,974 | $6,496-69.6% | $7,906-75.0% | $4,126-52.2% |
| Admin fee / account holder | $927 | $8,415-89.0% | $13,708-93.2% | $7,339-87.4% |