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 | $18,147 | $135,905-86.6% | $126,068-85.6% | $198,609-90.9% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 15.14% | 14.07%+1.1pp | 15.01%+0.1pp | 202.70%-187.6pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,804 | $8,523-55.4% | $8,214-53.7% | $6,977-45.5% |
| Admin fee / account holder | $12,522 | $21,036-40.5% | $18,264-31.4% | $19,030-34.2% |