Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,428 | $46,599-79.8% | $64,101-85.3% | $75,173-87.5% |
| Participation rate | 90.6% | 65.9%+24.7pp | 72.3%+18.3pp | 67.2%+23.4pp |
| Annual return | 20.66% | 26.06%-5.4pp | 33.72%-13.1pp | 160.72%-140.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,847 | $2,837+35.6% | $3,881-0.9% | $4,126-6.8% |
| Admin fee / account holder | $1,172 | $2,956-60.4% | $3,070-61.8% | $5,651-79.3% |