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 | $23,517 | $95,453-75.4% | $112,040-79.0% | $82,448-71.5% |
| Participation rate | 72.7% | 72.8%0pp | 76.5%-3.8pp | 68.1%+4.7pp |
| Annual return | 18.71% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,219 | $4,224-23.8% | $5,098-36.8% | $4,139-22.2% |
| Admin fee / account holder | $2,365 | $9,013-73.8% | $12,098-80.5% | $7,234-67.3% |