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 | $13,737 | $81,504-83.1% | $102,437-86.6% | $80,959-83.0% |
| Participation rate | 96.3% | 66.9%+29.4pp | 74.5%+21.8pp | 67.7%+28.6pp |
| Annual return | 11.71% | 25.60%-13.9pp | 24.95%-13.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,925 | $3,871-50.3% | $5,060-62.0% | $4,300-55.2% |
| Admin fee / account holder | $1,077 | $6,719-84.0% | $8,388-87.2% | $6,925-84.4% |