Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,647 | $91,086-94.9% | $203,872-97.7% | $86,983-94.7% |
| Participation rate | 71.7% | 65.8%+5.9pp | 77.8%-6.1pp | 69.5%+2.2pp |
| Annual return | 17.93% | 22.30%-4.4pp | 85.11%-67.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,328 | $4,019-66.9% | $6,388-79.2% | $4,194-68.3% |
| Admin fee / account holder | $340 | $8,987-96.2% | $11,730-97.1% | $7,856-95.7% |