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 | $26,405 | $146,267-81.9% | $197,124-86.6% | $82,448-68.0% |
| Participation rate | 85.3% | 84.0%+1.3pp | 86.7%-1.4pp | 68.1%+17.2pp |
| Annual return | 20.41% | 29.61%-9.2pp | 44.34%-23.9pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,127 | $7,035+1.3% | $9,135-22.0% | $4,139+72.2% |
| Admin fee / account holder | $5,375 | $14,422-62.7% | $16,298-67.0% | $7,234-25.7% |