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 | $30,658 | $108,825-71.8% | $156,181-80.4% | $82,448-62.8% |
| Participation rate | 84.8% | 72.4%+12.4pp | 78.8%+6.0pp | 68.1%+16.7pp |
| Annual return | 13.76% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,789 | $4,577-39.1% | $6,132-54.5% | $4,139-32.6% |
| Admin fee / account holder | $13,407 | $9,341+43.5% | $14,586-8.1% | $7,234+85.3% |