Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,634 | $181,898-90.3% | $156,551-88.7% | $273,968-93.6% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | 7.56% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,402 | $6,248-61.6% | $5,501-56.3% | $4,869-50.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,144 | $15,560-86.2% | $13,028-83.5% | $10,132-78.8% |