Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,891 | $65,704-62.1% | $94,229-73.6% | $59,633-58.3% |
| Participation rate | 75.5% | 72.1%+3.4pp | 78.8%-3.3pp | 68.7%+6.8pp |
| Annual return | 3.47% | 5.22%-1.7pp | 10.68%-7.2pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $151 | $2,021-92.5% | $3,587-95.8% | $2,203-93.2% |
| Participant deferral / active EE | $2,402 | $3,143-23.6% | $4,320-44.4% | $3,192-24.7% |
| Admin fee / account holder | $16,556 | $4,265+288.2% | $6,269+164.1% | $4,297+285.3% |