Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,755 | $139,948-90.9% | $121,663-89.5% | $154,746-91.8% |
| Participation rate | 94.1% | 78.0%+16.1pp | 74.5%+19.6pp | 80.7%+13.4pp |
| Annual return | 16.37% | 230.52%-214.2pp | 147.54%-131.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,558 | $5,629-36.8% | $4,887-27.2% | $6,730-47.1% |
| Admin fee / account holder | $3,518 | $17,321-79.7% | $14,289-75.4% | $14,365-75.5% |