Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,747 | $106,864-89.9% | $147,318-92.7% | $82,637-87.0% |
| Participation rate | 70.4% | 75.5%-5.1pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 34.23% | 27.49%+6.7pp | 70.43%-36.2pp | 53.51%-19.3pp |
| Employer contribution / active EE | $17 | $3,417-99.5% | $4,593-99.6% | $2,552-99.3% |
| Participant deferral / active EE | $3,561 | $6,496-45.2% | $7,906-55.0% | $4,126-13.7% |
| Admin fee / account holder | $650 | $8,415-92.3% | $13,708-95.3% | $7,339-91.1% |