Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,668 | $106,864-80.7% | $147,318-86.0% | $82,637-75.0% |
| Participation rate | 85.2% | 75.5%+9.7pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 17.19% | 27.49%-10.3pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,077 | $3,417-68.5% | $4,593-76.6% | $2,552-57.8% |
| Participant deferral / active EE | $2,176 | $6,496-66.5% | $7,906-72.5% | $4,126-47.3% |
| Admin fee / account holder | $1,103 | $8,415-86.9% | $13,708-92.0% | $7,339-85.0% |