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 | $19,320 | $78,197-75.3% | $98,090-80.3% | $82,637-76.6% |
| Participation rate | 97.2% | 77.5%+19.8pp | 81.5%+15.7pp | 68.1%+29.2pp |
| Annual return | 17.70% | 40.25%-22.6pp | 37.05%-19.4pp | 53.51%-35.8pp |
| Employer contribution / active EE | $867 | $2,605-66.7% | $3,606-76.0% | $2,552-66.0% |
| Participant deferral / active EE | $1,992 | $6,636-70.0% | $7,845-74.6% | $4,126-51.7% |
| Admin fee / account holder | $2,093 | $14,832-85.9% | $11,815-82.3% | $7,339-71.5% |