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 | $19,245 | $102,422-81.2% | $147,117-86.9% | $80,959-76.2% |
| Participation rate | 90.8% | 75.9%+14.9pp | 82.2%+8.6pp | 67.7%+23.1pp |
| Annual return | 12.88% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $793 | $3,717-78.7% | $4,932-83.9% | $2,757-71.3% |
| Participant deferral / active EE | $2,876 | $6,652-56.8% | $8,065-64.3% | $4,300-33.1% |
| Admin fee / account holder | $515 | $7,953-93.5% | $12,993-96.0% | $6,925-92.6% |