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 | $24,067 | $67,602-64.4% | $82,312-70.8% | $70,126-65.7% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.9%+7.0pp | 69.5%+14.3pp |
| Annual return | 16.57% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $176 | $1,755-89.9% | $2,428-92.7% | $2,343-92.5% |
| Participant deferral / active EE | $1,949 | $2,987-34.8% | $3,706-47.4% | $3,332-41.5% |
| Admin fee / account holder | $413 | $4,512-90.8% | $5,608-92.6% | $4,645-91.1% |