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 | $16,423 | $56,894-71.1% | $84,753-80.6% | $62,881-73.9% |
| Participation rate | 81.9% | 68.5%+13.4pp | 76.6%+5.3pp | 69.3%+12.6pp |
| Annual return | 8.49% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,656 | $2,709+35.0% | $3,712-1.5% | $3,203+14.2% |
| Admin fee / account holder | $978 | $3,581-72.7% | $5,333-81.7% | $4,296-77.2% |