Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,619 | $74,535-80.4% | $100,712-85.5% | $82,637-82.3% |
| Participation rate | 95.1% | 61.2%+33.9pp | 69.3%+25.8pp | 68.1%+27.0pp |
| Annual return | 22.93% | 18.92%+4.0pp | 33.27%-10.3pp | 53.51%-30.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,121 | $3,074+34.1% | $4,085+0.9% | $4,126-0.1% |
| Admin fee / account holder | $435 | $6,576-93.4% | $9,256-95.3% | $7,339-94.1% |