Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,401 | $77,472-85.3% | $100,415-88.6% | $80,959-85.9% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.1pp | 67.7%+19.0pp |
| Annual return | 12.87% | 37.26%-24.4pp | 49.47%-36.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,808 | $2,800-35.4% | $3,943-54.1% | $2,757-34.4% |
| Participant deferral / active EE | $2,601 | $6,818-61.9% | $8,091-67.9% | $4,300-39.5% |
| Admin fee / account holder | $1,778 | $5,885-69.8% | $7,906-77.5% | $6,925-74.3% |