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.
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 | $10,344 | $77,638-86.7% | $156,551-93.4% | $62,881-83.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 13.93% | 50.33%-36.4pp | 32.23%-18.3pp | 20.14%-6.2pp |
| Employer contribution / active EE | $278 | $3,444-91.9% | $5,501-94.9% | $2,281-87.8% |
| Participant deferral / active EE | $6,148 | $3,046+101.9% | $4,871+26.2% | $3,203+91.9% |
| Admin fee / account holder | $841 | $5,561-84.9% | $13,028-93.5% | $4,296-80.4% |