Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,467 | $123,793-75.4% | $177,848-82.9% | $79,856-61.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 87.7%+1.2pp | 69.6%+19.2pp |
| Annual return | 12.55% | 22.82%-10.3pp | 48.33%-35.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,581 | $4,095-61.4% | $5,919-73.3% | $2,471-36.0% |
| Participant deferral / active EE | $2,236 | $5,956-62.5% | $7,714-71.0% | $3,741-40.2% |
| Admin fee / account holder | $2,908 | $7,243-59.9% | $12,431-76.6% | $5,306-45.2% |