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 | $10,280 | $56,894-81.9% | $84,753-87.9% | $62,881-83.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.53% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.6pp |
| Employer contribution / active EE | $620 | $2,400-74.2% | $3,574-82.7% | $2,281-72.8% |
| Participant deferral / active EE | $788 | $2,709-70.9% | $3,712-78.8% | $3,203-75.4% |
| Admin fee / account holder | $676 | $3,581-81.1% | $5,333-87.3% | $4,296-84.3% |