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 | $18,372 | $95,404-80.7% | $113,397-83.8% | $82,637-77.8% |
| Participation rate | 86.1% | 72.8%+13.3pp | 76.5%+9.6pp | 68.1%+18.1pp |
| Annual return | 14.14% | 19.08%-4.9pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $396 | $2,307-82.8% | $2,977-86.7% | $2,552-84.5% |
| Participant deferral / active EE | $2,422 | $4,220-42.6% | $5,076-52.3% | $4,126-41.3% |
| Admin fee / account holder | $1,826 | $9,168-80.1% | $11,957-84.7% | $7,339-75.1% |