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 | $16,168 | $131,835-87.7% | $108,582-85.1% | $273,972-94.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 3.35% | -91.57%+94.9pp | -51.70%+55.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $212 | $4,913-95.7% | $3,758-94.4% | $4,869-95.6% |
| Participant deferral / active EE | $3,115 | $5,127-39.2% | $4,311-27.7% | $5,287-41.1% |
| Admin fee / account holder | $8,849 | $10,253-13.7% | $7,645+15.8% | $10,133-12.7% |