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 | $16,293 | $94,529-82.8% | $140,019-88.4% | $64,173-74.6% |
| Participation rate | 89.9% | 84.1%+5.8pp | 87.5%+2.4pp | 69.6%+20.3pp |
| Annual return | 1.09% | 7.77%-6.7pp | 651.17%-650.1pp | 7.63%-6.5pp |
| Employer contribution / active EE | $1,030 | $3,812-73.0% | $5,605-81.6% | $2,381-56.7% |
| Participant deferral / active EE | $6,068 | $5,250+15.6% | $6,927-12.4% | $3,470+74.9% |
| Admin fee / account holder | $310 | $6,741-95.4% | $10,705-97.1% | $4,887-93.7% |