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 | $19,868 | $99,875-80.1% | $146,866-86.5% | $86,983-77.2% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 17.34% | 28.10%-10.8pp | 102.85%-85.5pp | 25.83%-8.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,837 | $6,322+8.1% | $7,759-11.9% | $4,194+63.0% |
| Admin fee / account holder | $3,599 | $7,838-54.1% | $13,620-73.6% | $7,856-54.2% |