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 | $14,857 | $86,050-82.7% | $189,758-92.2% | $94,015-84.2% |
| Participation rate | 98.3% | 68.9%+29.4pp | 79.8%+18.5pp | 70.8%+27.5pp |
| Annual return | 12.02% | 17.77%-5.8pp | 52.62%-40.6pp | 17.84%-5.8pp |
| Employer contribution / active EE | $1,758 | $2,819-37.6% | $4,767-63.1% | $2,790-37.0% |
| Participant deferral / active EE | $636 | $3,349-81.0% | $5,856-89.1% | $4,249-85.0% |
| Admin fee / account holder | $2,107 | $6,627-68.2% | $20,388-89.7% | $8,951-76.5% |