Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,662 | $124,330-87.4% | $109,173-85.7% | $167,536-90.7% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 19.28% | 26.04%-6.8pp | 25.75%-6.5pp | 478.82%-459.5pp |
| Employer contribution / active EE | $765 | $4,209-81.8% | $3,723-79.4% | $4,839-84.2% |
| Participant deferral / active EE | $2,094 | $5,256-60.2% | $4,654-55.0% | $6,342-67.0% |
| Admin fee / account holder | $517 | $7,974-93.5% | $6,755-92.3% | $12,315-95.8% |