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 | $32,237 | $95,404-66.2% | $113,397-71.6% | $82,637-61.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.79% | 19.08%-6.3pp | 23.20%-10.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $2,461 | $2,307+6.7% | $2,977-17.3% | $2,552-3.6% |
| Participant deferral / active EE | $1,207 | $4,220-71.4% | $5,076-76.2% | $4,126-70.7% |
| Admin fee / account holder | $4,108 | $9,168-55.2% | $11,957-65.6% | $7,339-44.0% |