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 | $22,510 | $101,950-77.9% | $125,529-82.1% | $86,983-74.1% |
| Participation rate | 82.1% | 70.2%+11.9pp | 74.7%+7.4pp | 69.5%+12.6pp |
| Annual return | 16.42% | 18.29%-1.9pp | 202.56%-186.1pp | 25.83%-9.4pp |
| Employer contribution / active EE | $324 | $2,358-86.3% | $3,058-89.4% | $2,584-87.5% |
| Participant deferral / active EE | $2,281 | $3,862-40.9% | $4,813-52.6% | $4,194-45.6% |
| Admin fee / account holder | $1,385 | $12,791-89.2% | $16,298-91.5% | $7,856-82.4% |