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 | $56,256 | $142,816-60.6% | $128,366-56.2% | $248,183-77.3% |
| Participation rate | 100.0% | 22.2%+77.8pp | 19.3%+80.7pp | 45.9%+54.1pp |
| Annual return | 14.93% | 8.48%+6.4pp | 9.39%+5.5pp | 10.21%+4.7pp |
| Employer contribution / active EE | $0 | $40,983-100.0% | $33,466-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $4,168 | $682+510.9% | $657+534.2% | $121+3353.2% |
| Admin fee / account holder | $408 | $2,425-83.2% | $2,132-80.9% | $13,518-97.0% |