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 | $16,737 | $126,661-86.8% | $113,397-85.2% | $138,895-88.0% |
| Participation rate | 87.0% | 79.4%+7.5pp | 76.5%+10.5pp | 79.9%+7.0pp |
| Annual return | 12.79% | 25.05%-12.3pp | 23.20%-10.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $608 | $3,456-82.4% | $2,977-79.6% | $4,194-85.5% |
| Participant deferral / active EE | $3,240 | $5,693-43.1% | $5,076-36.2% | $6,396-49.3% |
| Admin fee / account holder | $6,657 | $14,549-54.2% | $11,957-44.3% | $12,562-47.0% |