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 | $17,911 | $54,541-67.2% | $78,778-77.3% | $70,126-74.5% |
| Participation rate | 97.0% | 60.8%+36.2pp | 69.2%+27.8pp | 69.5%+27.4pp |
| Annual return | 16.16% | 21.07%-4.9pp | 35.62%-19.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,273 | $1,089+108.8% | $1,986+14.5% | $2,343-3.0% |
| Participant deferral / active EE | $652 | $2,210-70.5% | $2,958-78.0% | $3,332-80.4% |
| Admin fee / account holder | $560 | $3,709-84.9% | $5,134-89.1% | $4,645-87.9% |