Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,547 | $97,648-90.2% | $121,663-92.2% | $87,485-89.1% |
| Participation rate | 72.7% | 70.5%+2.3pp | 74.5%-1.8pp | 68.9%+3.8pp |
| Annual return | 12.59% | 18.03%-5.4pp | 147.54%-135.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $744 | $2,300-67.7% | $3,020-75.4% | $2,596-71.4% |
| Participant deferral / active EE | $857 | $3,923-78.2% | $4,887-82.5% | $4,274-79.9% |
| Admin fee / account holder | $1,645 | $11,100-85.2% | $14,289-88.5% | $7,775-78.8% |