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 | $40,404 | $138,386-70.8% | $184,260-78.1% | $80,935-50.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.62% | 20.02%-6.4pp | 28.84%-15.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,173 | $4,851-75.8% | $6,427-81.7% | $2,757-57.4% |
| Participant deferral / active EE | $3,434 | $7,076-51.5% | $9,133-62.4% | $4,299-20.1% |
| Admin fee / account holder | $750 | $10,489-92.8% | $13,898-94.6% | $6,924-89.2% |