Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,313 | $201,372-91.9% | $184,260-91.1% | $145,884-88.8% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 20.44% | 29.04%-8.6pp | 28.84%-8.4pp | 551.85%-531.4pp |
| Employer contribution / active EE | $1,119 | $7,024-84.1% | $6,427-82.6% | $4,662-76.0% |
| Participant deferral / active EE | $4,475 | $9,808-54.4% | $9,133-51.0% | $6,690-33.1% |
| Admin fee / account holder | $493 | $16,362-97.0% | $13,898-96.5% | $13,392-96.3% |