Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,583 | $106,524-88.2% | $152,301-91.7% | $87,485-85.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.4%+7.6pp | 68.9%+21.1pp |
| Annual return | 20.10% | 26.89%-6.8pp | 80.50%-60.4pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1,204 | $3,371-64.3% | $4,624-74.0% | $2,596-53.6% |
| Participant deferral / active EE | $2,082 | $6,525-68.1% | $8,004-74.0% | $4,274-51.3% |
| Admin fee / account holder | $509 | $8,287-93.9% | $14,398-96.5% | $7,775-93.4% |