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 | $12,416 | $67,411-81.6% | $91,004-86.4% | $70,131-82.3% |
| Participation rate | 79.5% | 71.4%+8.2pp | 75.6%+3.9pp | 69.5%+10.0pp |
| Annual return | 12.71% | -40.16%+52.9pp | 4.60%+8.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $647 | $1,786-63.8% | $2,456-73.6% | $2,342-72.4% |
| Participant deferral / active EE | $1,061 | $2,823-62.4% | $3,548-70.1% | $3,332-68.2% |
| Admin fee / account holder | $4,651 | $4,236+9.8% | $5,417-14.1% | $4,645+0.1% |