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 | $3,238 | $58,627-94.5% | $76,735-95.8% | $82,448-96.1% |
| Participation rate | 76.5% | 63.2%+13.3pp | 69.5%+7.0pp | 68.1%+8.4pp |
| Annual return | 16.88% | 39.10%-22.2pp | 29.77%-12.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $406 | $1,729-76.5% | $2,454-83.4% | $2,551-84.1% |
| Participant deferral / active EE | $909 | $3,134-71.0% | $4,088-77.8% | $4,139-78.0% |
| Admin fee / account holder | $1,817 | $5,323-65.9% | $7,189-74.7% | $7,234-74.9% |