Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,576 | $69,444-92.0% | $92,985-94.0% | $87,485-93.6% |
| Participation rate | 70.6% | 63.3%+7.3pp | 69.5%+1.1pp | 68.9%+1.7pp |
| Annual return | 22.06% | 23.85%-1.8pp | 27.99%-5.9pp | 26.06%-4.0pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,380 | $3,364-29.2% | $4,377-45.6% | $4,274-44.3% |
| Admin fee / account holder | $1,972 | $6,137-67.9% | $9,463-79.2% | $7,775-74.6% |