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 | $24,544 | $110,083-77.7% | $151,645-83.8% | $68,490-64.2% |
| Participation rate | 92.3% | 84.0%+8.4pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -9.56% | -10.12%+0.6pp | 3.34%-12.9pp | -7.85%-1.7pp |
| Employer contribution / active EE | $1,171 | $4,470-73.8% | $6,165-81.0% | $2,597-54.9% |
| Participant deferral / active EE | $3,226 | $6,526-50.6% | $8,363-61.4% | $4,028-19.9% |
| Admin fee / account holder | $1,434 | $7,718-81.4% | $11,614-87.7% | $5,403-73.5% |