Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,273 | $135,956-87.3% | $123,894-86.1% | $273,972-93.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.32% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $443 | $5,170-91.4% | $4,617-90.4% | $4,869-90.9% |
| Participant deferral / active EE | $3,814 | $6,343-39.9% | $5,984-36.3% | $5,287-27.9% |
| Admin fee / account holder | $5,364 | $9,817-45.4% | $8,357-35.8% | $10,133-47.1% |