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 | $11,735 | $104,098-88.7% | $140,514-91.6% | $94,015-87.5% |
| Participation rate | 71.4% | 73.7%-2.3pp | 77.8%-6.4pp | 70.8%+0.6pp |
| Annual return | 11.73% | 15.14%-3.4pp | 14.36%-2.6pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,008 | $2,388-57.8% | $3,378-70.2% | $2,790-63.9% |
| Participant deferral / active EE | $1,160 | $4,033-71.2% | $4,919-76.4% | $4,249-72.7% |
| Admin fee / account holder | $1,567 | $10,439-85.0% | $13,697-88.6% | $8,951-82.5% |