Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $7,321 | $162,967-95.5% | $135,792-94.6% | $138,895-94.7% |
| Participation rate | 92.9% | 78.3%+14.5pp | 72.6%+20.3pp | 79.9%+12.9pp |
| Annual return | 18.28% | 30.08%-11.8pp | 25.96%-7.7pp | 145.39%-127.1pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,025 | $5,640-64.1% | $4,759-57.5% | $6,396-68.3% |
| Admin fee / account holder | $920 | $15,306-94.0% | $12,266-92.5% | $12,562-92.7% |