Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,118 | $104,098-67.2% | $140,514-75.7% | $94,015-63.7% |
| Participation rate | 92.1% | 73.7%+18.4pp | 77.8%+14.3pp | 70.8%+21.3pp |
| Annual return | 93.08% | 15.14%+77.9pp | 14.36%+78.7pp | 17.84%+75.2pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,568 | $4,033+62.9% | $4,919+33.5% | $4,249+54.6% |
| Admin fee / account holder | $6,899 | $10,439-33.9% | $13,697-49.6% | $8,951-22.9% |