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 | $40,175 | $123,793-67.5% | $177,848-77.4% | $79,856-49.7% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 17.89% | 22.82%-4.9pp | 48.33%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,481 | $4,095-39.4% | $5,919-58.1% | $2,471+0.4% |
| Participant deferral / active EE | $2,083 | $5,956-65.0% | $7,714-73.0% | $3,741-44.3% |
| Admin fee / account holder | $4,735 | $7,243-34.6% | $12,431-61.9% | $5,306-10.8% |