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 | $12,327 | $69,977-82.4% | $108,582-88.6% | $62,881-80.4% |
| Participation rate | 93.9% | 72.9%+21.0pp | 79.6%+14.3pp | 69.3%+24.6pp |
| Annual return | 8.84% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $777 | $2,135-63.6% | $3,758-79.3% | $2,281-65.9% |
| Participant deferral / active EE | $782 | $3,165-75.3% | $4,311-81.9% | $3,203-75.6% |
| Admin fee / account holder | $1,512 | $5,076-70.2% | $7,645-80.2% | $4,296-64.8% |