Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,890 | $124,980-92.1% | $108,359-90.9% | $154,746-93.6% |
| Participation rate | 91.3% | 75.2%+16.1pp | 70.1%+21.2pp | 80.7%+10.6pp |
| Annual return | 17.49% | 45.00%-27.5pp | 36.89%-19.4pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,455 | $4,743-27.2% | $4,137-16.5% | $6,730-48.7% |
| Admin fee / account holder | $2,480 | $11,502-78.4% | $9,741-74.5% | $14,365-82.7% |