Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,579 | $76,834-96.6% | $108,359-97.6% | $87,485-97.1% |
| Participation rate | 78.1% | 61.7%+16.4pp | 70.1%+8.0pp | 68.9%+9.2pp |
| Annual return | 24.91% | 19.09%+5.8pp | 36.89%-12.0pp | 26.06%-1.2pp |
| Employer contribution / active EE | $983 | $1,556-36.9% | $2,399-59.0% | $2,596-62.1% |
| Participant deferral / active EE | $1,126 | $3,100-63.7% | $4,137-72.8% | $4,274-73.7% |
| Admin fee / account holder | $449 | $6,537-93.1% | $9,741-95.4% | $7,775-94.2% |