Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,098 | $146,267-85.6% | $197,124-89.3% | $82,448-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.37% | 29.61%-11.2pp | 44.34%-26.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,326 | $4,723-29.6% | $6,227-46.6% | $2,551+30.4% |
| Participant deferral / active EE | $2,724 | $7,035-61.3% | $9,135-70.2% | $4,139-34.2% |
| Admin fee / account holder | $491 | $14,422-96.6% | $16,298-97.0% | $7,234-93.2% |