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 | $26,999 | $135,905-80.1% | $126,068-78.6% | $198,609-86.4% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 19.92% | 14.07%+5.9pp | 15.01%+4.9pp | 202.70%-182.8pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,934 | $8,523-42.1% | $8,214-39.9% | $6,977-29.3% |
| Admin fee / account holder | $2,718 | $21,036-87.1% | $18,264-85.1% | $19,030-85.7% |