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 | $12,112 | $72,273-83.2% | $101,275-88.0% | $79,856-84.8% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 15.07% | 22.30%-7.2pp | 46.48%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $582 | $2,691-78.4% | $3,660-84.1% | $2,471-76.5% |
| Participant deferral / active EE | $3,523 | $3,282+7.4% | $4,371-19.4% | $3,741-5.8% |
| Admin fee / account holder | $326 | $4,401-92.6% | $5,948-94.5% | $5,306-93.9% |