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 | $145,431-81.2% | $211,142-87.1% | $87,485-68.8% |
| Participation rate | 89.7% | 84.7%+4.9pp | 87.3%+2.4pp | 68.9%+20.7pp |
| Annual return | 17.68% | 27.21%-9.5pp | 46.84%-29.2pp | 26.06%-8.4pp |
| Employer contribution / active EE | $3,240 | $4,662-30.5% | $6,442-49.7% | $2,596+24.8% |
| Participant deferral / active EE | $1,735 | $6,859-74.7% | $9,284-81.3% | $4,274-59.4% |
| Admin fee / account holder | $321 | $17,052-98.1% | $19,076-98.3% | $7,775-95.9% |