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 | $21,185 | $106,864-80.2% | $147,318-85.6% | $82,637-74.4% |
| Participation rate | 95.7% | 75.5%+20.1pp | 82.1%+13.6pp | 68.1%+27.6pp |
| Annual return | 18.98% | 27.49%-8.5pp | 70.43%-51.5pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,459 | $6,496+14.8% | $7,906-5.7% | $4,126+80.8% |
| Admin fee / account holder | $1,596 | $8,415-81.0% | $13,708-88.4% | $7,339-78.2% |