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 | $10,494 | $79,557-86.8% | $118,746-91.2% | $70,126-85.0% |
| Participation rate | 85.7% | 71.4%+14.4pp | 78.3%+7.4pp | 69.5%+16.2pp |
| Annual return | 14.76% | 25.64%-10.9pp | 24.54%-9.8pp | 73.15%-58.4pp |
| Employer contribution / active EE | $483 | $2,861-83.1% | $4,193-88.5% | $2,343-79.4% |
| Participant deferral / active EE | $1,765 | $4,089-56.8% | $5,332-66.9% | $3,332-47.0% |
| Admin fee / account holder | $416 | $5,374-92.3% | $10,720-96.1% | $4,645-91.0% |