Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,638 | $71,353-83.7% | $92,805-87.5% | $86,983-86.6% |
| Participation rate | 80.8% | 80.9%-0.1pp | 83.5%-2.7pp | 69.5%+11.2pp |
| Annual return | 25.30% | 44.68%-19.4pp | 31.59%-6.3pp | 25.83%-0.5pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,149 | $6,966-40.4% | $8,448-50.9% | $4,194-1.1% |
| Admin fee / account holder | $1,462 | $6,099-76.0% | $10,911-86.6% | $7,856-81.4% |