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 | $15,325 | $135,956-88.7% | $123,894-87.6% | $273,972-94.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.52% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $581 | $5,170-88.8% | $4,617-87.4% | $4,869-88.1% |
| Participant deferral / active EE | $4,705 | $6,343-25.8% | $5,984-21.4% | $5,287-11.0% |
| Admin fee / account holder | $3,121 | $9,817-68.2% | $8,357-62.6% | $10,133-69.2% |