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 | $16,047 | $106,749-85.0% | $145,433-89.0% | $82,448-80.5% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 20.79% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,576 | $3,444-54.2% | $4,554-65.4% | $2,551-38.2% |
| Participant deferral / active EE | $2,200 | $6,519-66.3% | $7,897-72.1% | $4,139-46.9% |
| Admin fee / account holder | $355 | $8,390-95.8% | $13,129-97.3% | $7,234-95.1% |