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 | $19,656 | $72,177-72.8% | $115,038-82.9% | $59,633-67.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.02% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $733 | $2,841-74.2% | $4,608-84.1% | $2,203-66.7% |
| Participant deferral / active EE | $1,310 | $4,783-72.6% | $6,026-78.3% | $3,192-59.0% |
| Admin fee / account holder | $1,244 | $4,927-74.8% | $8,175-84.8% | $4,297-71.1% |