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 | $15,738 | $110,212-85.7% | $96,534-83.7% | $139,466-88.7% |
| Participation rate | 95.8% | 78.1%+17.7pp | 76.0%+19.9pp | 80.3%+15.5pp |
| Annual return | 19.49% | 26.42%-6.9pp | 25.88%-6.4pp | 373.66%-354.2pp |
| Employer contribution / active EE | $669 | $3,620-81.5% | $2,965-77.4% | $4,754-85.9% |
| Participant deferral / active EE | $3,460 | $5,547-37.6% | $4,851-28.7% | $6,712-48.4% |
| Admin fee / account holder | $379 | $11,599-96.7% | $8,253-95.4% | $11,409-96.7% |