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 | $2,797 | $99,380-97.2% | $90,312-96.9% | $155,188-98.2% |
| Participation rate | 87.5% | 77.3%+10.2pp | 72.9%+14.6pp | 80.8%+6.7pp |
| Annual return | 15.01% | 19.35%-4.3pp | 18.90%-3.9pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,606 | $4,212-61.9% | $3,749-57.2% | $6,531-75.4% |
| Admin fee / account holder | $492 | $9,766-95.0% | $8,248-94.0% | $14,480-96.6% |