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 | $16,144 | $124,425-87.0% | $112,040-85.6% | $137,256-88.2% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 19.80% | 24.72%-4.9pp | 24.52%-4.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $429 | $3,411-87.4% | $2,954-85.5% | $4,156-89.7% |
| Participant deferral / active EE | $5,507 | $5,718-3.7% | $5,098+8.0% | $6,407-14.0% |
| Admin fee / account holder | $410 | $15,207-97.3% | $12,098-96.6% | $12,270-96.7% |