Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,862 | $54,541-89.3% | $78,778-92.6% | $70,126-91.6% |
| Participation rate | 75.4% | 60.8%+14.6pp | 69.2%+6.2pp | 69.5%+5.8pp |
| Annual return | 17.64% | 21.07%-3.4pp | 35.62%-18.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $998 | $2,210-54.8% | $2,958-66.3% | $3,332-70.0% |
| Admin fee / account holder | $338 | $3,709-90.9% | $5,134-93.4% | $4,645-92.7% |