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 | $13,364 | $109,359-87.8% | $162,185-91.8% | $72,976-81.7% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 37.49% | 25.46%+12.0pp | 115.61%-78.1pp | 81.02%-43.5pp |
| Employer contribution / active EE | $1,392 | $3,907-64.4% | $5,613-75.2% | $2,440-43.0% |
| Participant deferral / active EE | $1,863 | $5,481-66.0% | $7,297-74.5% | $3,608-48.4% |
| Admin fee / account holder | $311 | $7,972-96.1% | $10,844-97.1% | $5,124-93.9% |