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 | $18,456 | $147,556-87.5% | $129,031-85.7% | $198,609-90.7% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 26.26% | 37.41%-11.1pp | 34.67%-8.4pp | 202.70%-176.4pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $26,454 | $5,760+359.3% | $5,217+407.1% | $6,977+279.2% |
| Admin fee / account holder | $20,289 | $15,467+31.2% | $13,208+53.6% | $19,030+6.6% |