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 | $24,499 | $86,949-71.8% | $102,460-76.1% | $80,959-69.7% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.7%+5.4pp |
| Annual return | 13.36% | 18.89%-5.5pp | 29.47%-16.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $427 | $2,370-82.0% | $3,025-85.9% | $2,757-84.5% |
| Participant deferral / active EE | $1,909 | $4,121-53.7% | $5,056-62.3% | $4,300-55.6% |
| Admin fee / account holder | $3,201 | $8,048-60.2% | $9,460-66.2% | $6,925-53.8% |