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 | $18,538 | $199,109-90.7% | $173,730-89.3% | $154,746-88.0% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.6%-3.4pp | 80.7%-4.5pp |
| Annual return | 17.63% | 20.02%-2.4pp | 19.96%-2.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $186 | $5,311-96.5% | $4,577-95.9% | $4,379-95.7% |
| Participant deferral / active EE | $2,608 | $7,113-63.3% | $6,326-58.8% | $6,730-61.3% |
| Admin fee / account holder | $1,059 | $20,916-94.9% | $17,523-94.0% | $14,365-92.6% |