Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,510 | $78,425-85.3% | $95,956-88.0% | $79,858-85.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 24.05% | 19.37%+4.7pp | 91.63%-67.6pp | 31.72%-7.7pp |
| Employer contribution / active EE | $776 | $1,945-60.1% | $2,541-69.5% | $2,471-68.6% |
| Participant deferral / active EE | $1,379 | $3,440-59.9% | $4,167-66.9% | $3,740-63.1% |
| Admin fee / account holder | $356 | $5,622-93.7% | $6,797-94.8% | $5,306-93.3% |