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 | $27,330 | $146,267-81.3% | $197,124-86.1% | $82,448-66.9% |
| Participation rate | 89.7% | 84.0%+5.6pp | 86.7%+2.9pp | 68.1%+21.6pp |
| Annual return | 17.68% | 29.61%-11.9pp | 44.34%-26.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,240 | $4,723-31.4% | $6,227-48.0% | $2,551+27.0% |
| Participant deferral / active EE | $1,735 | $7,035-75.3% | $9,135-81.0% | $4,139-58.1% |
| Admin fee / account holder | $321 | $14,422-97.8% | $16,298-98.0% | $7,234-95.6% |