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 | $6,812 | $106,749-93.6% | $145,433-95.3% | $82,448-91.7% |
| Participation rate | 91.0% | 75.6%+15.4pp | 82.1%+8.9pp | 68.1%+23.0pp |
| Annual return | 16.89% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,766 | $6,519-57.6% | $7,897-65.0% | $4,139-33.2% |
| Admin fee / account holder | $817 | $8,390-90.3% | $13,129-93.8% | $7,234-88.7% |