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 | $22,096 | $109,620-79.8% | $148,496-85.1% | $94,015-76.5% |
| Participation rate | 96.7% | 71.3%+25.5pp | 76.0%+20.7pp | 70.8%+25.9pp |
| Annual return | 31.11% | 17.54%+13.6pp | 12.33%+18.8pp | 17.84%+13.3pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,113 | $3,831+111.8% | $4,808+68.7% | $4,249+90.9% |
| Admin fee / account holder | $4,436 | $10,050-55.9% | $19,547-77.3% | $8,951-50.4% |