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 | $4,723 | $78,690-94.0% | $161,489-97.1% | $87,485-94.6% |
| Participation rate | 71.1% | 67.5%+3.6pp | 78.7%-7.6pp | 68.9%+2.2pp |
| Annual return | 16.08% | 32.74%-16.7pp | 89.72%-73.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $178 | $2,588-93.1% | $4,268-95.8% | $2,596-93.2% |
| Participant deferral / active EE | $1,272 | $3,311-61.6% | $5,630-77.4% | $4,274-70.2% |
| Admin fee / account holder | $1,754 | $6,724-73.9% | $16,006-89.0% | $7,775-77.4% |