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 | $23,300 | $152,651-84.7% | $105,218-77.9% | $125,393-81.4% |
| Participation rate | 81.3% | 81.5%-0.3pp | 77.2%+4.0pp | 83.2%-1.9pp |
| Annual return | -0.12% | 8.24%-8.4pp | 5.33%-5.5pp | 282.23%-282.3pp |
| Employer contribution / active EE | $421 | $4,802-91.2% | $3,255-87.1% | $4,866-91.3% |
| Participant deferral / active EE | $2,438 | $6,660-63.4% | $4,867-49.9% | $5,351-54.4% |
| Admin fee / account holder | $37,351 | $14,248+162.1% | $6,992+434.2% | $9,541+291.5% |