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 | $29,688 | $110,137-73.0% | $161,149-81.6% | $82,637-64.1% |
| Participation rate | 92.6% | 72.4%+20.2pp | 78.8%+13.8pp | 68.1%+24.5pp |
| Annual return | 17.08% | 20.69%-3.6pp | 21.16%-4.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,638 | $4,575-42.3% | $6,153-57.1% | $4,126-36.1% |
| Admin fee / account holder | $1,257 | $9,467-86.7% | $15,194-91.7% | $7,339-82.9% |