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 | $14,952 | $72,486-79.4% | $87,103-82.8% | $72,976-79.5% |
| Participation rate | 86.8% | 72.8%+14.0pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 19.70% | 24.46%-4.8pp | 28.19%-8.5pp | 81.02%-61.3pp |
| Employer contribution / active EE | $279 | $1,894-85.3% | $2,521-88.9% | $2,440-88.6% |
| Participant deferral / active EE | $2,206 | $3,270-32.5% | $4,049-45.5% | $3,608-38.9% |
| Admin fee / account holder | $6,944 | $5,055+37.4% | $7,491-7.3% | $5,124+35.5% |