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 | $110,137-72.2% | $161,149-81.0% | $82,637-62.9% |
| Participation rate | 84.8% | 72.4%+12.4pp | 78.8%+5.9pp | 68.1%+16.7pp |
| Annual return | 13.76% | 20.69%-6.9pp | 21.16%-7.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,789 | $4,575-39.0% | $6,153-54.7% | $4,126-32.4% |
| Admin fee / account holder | $13,407 | $9,467+41.6% | $15,194-11.8% | $7,339+82.7% |