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 | $10,070 | $60,349-83.3% | $74,184-86.4% | $62,881-84.0% |
| Participation rate | 82.1% | 72.7%+9.3pp | 76.6%+5.4pp | 69.3%+12.7pp |
| Annual return | 5.18% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,327 | $2,856-53.5% | $3,550-62.6% | $3,203-58.6% |
| Admin fee / account holder | $590 | $4,261-86.2% | $5,586-89.4% | $4,296-86.3% |