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 | $13,786 | $100,811-86.3% | $86,698-84.1% | $134,545-89.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 8.69% | 29.11%-20.4pp | 35.96%-27.3pp | 418.37%-409.7pp |
| Employer contribution / active EE | $1 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,296 | $5,339+36.6% | $4,656+56.7% | $6,401+14.0% |
| Admin fee / account holder | $2,574 | $10,926-76.4% | $7,492-65.6% | $11,431-77.5% |