Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,148 | $78,520-93.4% | $96,576-94.7% | $82,448-93.8% |
| Participation rate | 86.5% | 77.7%+8.8pp | 81.4%+5.0pp | 68.1%+18.4pp |
| Annual return | 15.86% | 41.30%-25.4pp | 38.47%-22.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,395 | $6,754-49.7% | $7,956-57.3% | $4,139-18.0% |
| Admin fee / account holder | $675 | $13,455-95.0% | $11,381-94.1% | $7,234-90.7% |