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 | $20,157 | $145,431-86.1% | $211,142-90.5% | $87,485-77.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.3%-7.3pp | 68.9%+11.1pp |
| Annual return | 21.37% | 27.21%-5.8pp | 46.84%-25.5pp | 26.06%-4.7pp |
| Employer contribution / active EE | $1,921 | $4,662-58.8% | $6,442-70.2% | $2,596-26.0% |
| Participant deferral / active EE | $2,654 | $6,859-61.3% | $9,284-71.4% | $4,274-37.9% |
| Admin fee / account holder | $861 | $17,052-94.9% | $19,076-95.5% | $7,775-88.9% |