Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,578 | $91,559-83.0% | $133,971-88.4% | $79,852-80.5% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 17.47% | 61.85%-44.4pp | 45.09%-27.6pp | 31.72%-14.2pp |
| Employer contribution / active EE | $336 | $2,384-85.9% | $3,919-91.4% | $2,471-86.4% |
| Participant deferral / active EE | $1,792 | $3,734-52.0% | $5,047-64.5% | $3,740-52.1% |
| Admin fee / account holder | $916 | $6,321-85.5% | $8,929-89.7% | $5,306-82.7% |