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 | $22,554 | $201,264-88.8% | $184,185-87.8% | $145,978-84.5% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 18.47% | 29.00%-10.5pp | 28.81%-10.3pp | 550.52%-532.0pp |
| Employer contribution / active EE | $1,022 | $7,021-85.4% | $6,426-84.1% | $4,662-78.1% |
| Participant deferral / active EE | $3,846 | $9,806-60.8% | $9,132-57.9% | $6,690-42.5% |
| Admin fee / account holder | $508 | $16,376-96.9% | $13,909-96.3% | $13,400-96.2% |