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 | $10,819 | $86,050-87.4% | $189,758-94.3% | $94,015-88.5% |
| Participation rate | 84.0% | 68.9%+15.1pp | 79.8%+4.2pp | 70.8%+13.2pp |
| Annual return | 21.20% | 17.77%+3.4pp | 52.62%-31.4pp | 17.84%+3.4pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,852 | $3,349-14.8% | $5,856-51.3% | $4,249-32.9% |
| Admin fee / account holder | $1,086 | $6,627-83.6% | $20,388-94.7% | $8,951-87.9% |