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 | $4,607 | $58,627-92.1% | $76,735-94.0% | $82,448-94.4% |
| Participation rate | 77.8% | 63.2%+14.6pp | 69.5%+8.3pp | 68.1%+9.7pp |
| Annual return | 19.39% | 39.10%-19.7pp | 29.77%-10.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,432 | $3,134+9.5% | $4,088-16.0% | $4,139-17.1% |
| Admin fee / account holder | $742 | $5,323-86.1% | $7,189-89.7% | $7,234-89.8% |