Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,468 | $78,690-88.0% | $161,489-94.1% | $87,485-89.2% |
| Participation rate | 70.4% | 67.5%+3.0pp | 78.7%-8.3pp | 68.9%+1.5pp |
| Annual return | 18.80% | 32.74%-13.9pp | 89.72%-70.9pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,310 | $3,311-60.4% | $5,630-76.7% | $4,274-69.4% |
| Admin fee / account holder | $374 | $6,724-94.4% | $16,006-97.7% | $7,775-95.2% |