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 | $12,559 | $71,873-82.5% | $86,698-85.5% | $68,490-81.7% |
| Participation rate | 71.1% | 72.2%-1.2pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -8.61% | 3.54%-12.1pp | 35.96%-44.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $927 | $2,173-57.4% | $2,837-67.3% | $2,597-64.3% |
| Participant deferral / active EE | $527 | $3,779-86.1% | $4,656-88.7% | $4,028-86.9% |
| Admin fee / account holder | $677 | $6,110-88.9% | $7,492-91.0% | $5,403-87.5% |