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 | $10,121 | $75,962-86.7% | $154,111-93.4% | $64,173-84.2% |
| Participation rate | 75.4% | 70.4%+5.0pp | 83.0%-7.6pp | 69.6%+5.9pp |
| Annual return | 4.72% | 30.32%-25.6pp | 735.18%-730.5pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,047 | $3,350-68.8% | $5,298-80.2% | $2,381-56.0% |
| Participant deferral / active EE | $750 | $3,175-76.4% | $5,081-85.2% | $3,470-78.4% |
| Admin fee / account holder | $1,054 | $5,589-81.1% | $13,411-92.1% | $4,887-78.4% |