Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,289 | $49,218+26.6% | $339,002-81.6% | $282,865-78.0% |
| Participation rate | 100.0% | 50.0%+50.0pp | 39.1%+60.9pp | 12.4%+87.6pp |
| Annual return | 17.30% | 7.73%+9.6pp | 12.78%+4.5pp | 9.89%+7.4pp |
| Employer contribution / active EE | $1,149 | $15,115-92.4% | $44,816-97.4% | $14,313-92.0% |
| Participant deferral / active EE | $4,591 | $300+1429.9% | $33+13885.5% | $71+6386.6% |
| Admin fee / account holder | $2,157 | $3,821-43.5% | $2,002+7.8% | $9,084-76.3% |