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 | $40,360 | $138,393-70.8% | $184,256-78.1% | $80,959-50.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.7%+7.3pp |
| Annual return | 14.08% | 20.01%-5.9pp | 28.85%-14.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,238 | $7,076+44.7% | $9,133+12.1% | $4,300+138.1% |
| Admin fee / account holder | $6,189 | $10,489-41.0% | $13,899-55.5% | $6,925-10.6% |