Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,013 | $95,453-83.2% | $112,040-85.7% | $82,448-80.6% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.5%+17.5pp | 68.1%+25.9pp |
| Annual return | 18.45% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,052 | $4,224+67.0% | $5,098+38.3% | $4,139+70.4% |
| Admin fee / account holder | $4,774 | $9,013-47.0% | $12,098-60.5% | $7,234-34.0% |