Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,049 | $142,972-79.7% | $214,702-86.5% | $86,983-66.6% |
| Participation rate | 92.3% | 84.9%+7.5pp | 87.5%+4.8pp | 69.5%+22.8pp |
| Annual return | 21.03% | 18.49%+2.5pp | 54.55%-33.5pp | 25.83%-4.8pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,708 | $6,568+63.0% | $9,147+17.1% | $4,194+155.3% |
| Admin fee / account holder | $2,550 | $17,617-85.5% | $19,830-87.1% | $7,856-67.5% |