Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,499 | $69,444-93.5% | $92,985-95.2% | $87,485-94.9% |
| Participation rate | 92.0% | 63.3%+28.7pp | 69.5%+22.5pp | 68.9%+23.1pp |
| Annual return | 15.19% | 23.85%-8.7pp | 27.99%-12.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,213 | $3,364-4.5% | $4,377-26.6% | $4,274-24.8% |
| Admin fee / account holder | $1,333 | $6,137-78.3% | $9,463-85.9% | $7,775-82.9% |