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 | $100,194-67.8% | $122,979-73.8% | $86,983-62.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 12.79% | 16.47%-3.7pp | 20.12%-7.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $2,461 | $2,326+5.8% | $3,062-19.6% | $2,584-4.8% |
| Participant deferral / active EE | $1,207 | $4,133-70.8% | $5,003-75.9% | $4,194-71.2% |
| Admin fee / account holder | $4,108 | $10,148-59.5% | $12,864-68.1% | $7,856-47.7% |