Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,440 | $201,370-88.4% | $184,256-87.3% | $145,897-83.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.97% | 29.05%-15.1pp | 28.85%-14.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,206 | $7,024-82.8% | $6,427-81.2% | $4,663-74.1% |
| Participant deferral / active EE | $7,993 | $9,808-18.5% | $9,133-12.5% | $6,689+19.5% |
| Admin fee / account holder | $330 | $16,364-98.0% | $13,899-97.6% | $13,390-97.5% |