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 | $17,175 | $107,421-84.0% | $182,262-90.6% | $94,015-81.7% |
| Participation rate | 72.7% | 77.8%-5.1pp | 84.2%-11.5pp | 70.8%+1.9pp |
| Annual return | 14.17% | 21.32%-7.2pp | 140.60%-126.4pp | 17.84%-3.7pp |
| Employer contribution / active EE | $641 | $3,448-81.4% | $5,046-87.3% | $2,790-77.0% |
| Participant deferral / active EE | $1,769 | $6,558-73.0% | $8,276-78.6% | $4,249-58.4% |
| Admin fee / account holder | $6,325 | $8,692-27.2% | $16,712-62.2% | $8,951-29.3% |