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 | $24,434 | $67,411-63.8% | $91,004-73.2% | $70,126-65.2% |
| Participation rate | 75.8% | 71.4%+4.4pp | 75.6%+0.2pp | 69.5%+6.3pp |
| Annual return | 22.28% | -40.16%+62.4pp | 4.60%+17.7pp | 73.15%-50.9pp |
| Employer contribution / active EE | $178 | $1,786-90.0% | $2,456-92.7% | $2,343-92.4% |
| Participant deferral / active EE | $1,934 | $2,823-31.5% | $3,548-45.5% | $3,332-41.9% |
| Admin fee / account holder | $1,460 | $4,236-65.5% | $5,417-73.1% | $4,645-68.6% |