Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,026 | $97,648-70.3% | $121,663-76.1% | $87,485-66.8% |
| Participation rate | 86.6% | 70.5%+16.1pp | 74.5%+12.1pp | 68.9%+17.6pp |
| Annual return | 16.15% | 18.03%-1.9pp | 147.54%-131.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $399 | $2,300-82.6% | $3,020-86.8% | $2,596-84.6% |
| Participant deferral / active EE | $2,022 | $3,923-48.5% | $4,887-58.6% | $4,274-52.7% |
| Admin fee / account holder | $3,132 | $11,100-71.8% | $14,289-78.1% | $7,775-59.7% |