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 | $22,005 | $181,896-87.9% | $156,551-85.9% | $273,972-92.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.13% | 30.74%-20.6pp | 32.23%-22.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $428 | $6,248-93.2% | $5,501-92.2% | $4,869-91.2% |
| Participant deferral / active EE | $4,206 | $5,550-24.2% | $4,871-13.7% | $5,287-20.4% |
| Admin fee / account holder | $3,085 | $15,560-80.2% | $13,028-76.3% | $10,133-69.6% |