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 | $15,794 | $69,977-77.4% | $108,582-85.5% | $62,881-74.9% |
| Participation rate | 72.2% | 72.9%-0.7pp | 79.6%-7.3pp | 69.3%+2.9pp |
| Annual return | 7.86% | 10.73%-2.9pp | -51.70%+59.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $927 | $2,135-56.6% | $3,758-75.3% | $2,281-59.4% |
| Participant deferral / active EE | $1,398 | $3,165-55.8% | $4,311-67.6% | $3,203-56.4% |
| Admin fee / account holder | $2,205 | $5,076-56.6% | $7,645-71.2% | $4,296-48.7% |