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 | $11,289 | $47,848-76.4% | $81,473-86.1% | $70,126-83.9% |
| Participation rate | 97.4% | 58.3%+39.1pp | 68.0%+29.4pp | 69.5%+27.8pp |
| Annual return | 16.48% | 27.25%-10.8pp | 38.78%-22.3pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,906 | $1,527+90.3% | $2,568+13.2% | $2,343+24.1% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,516 | $3,145-20.0% | $4,561-44.8% | $4,645-45.8% |