Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,713 | $162,136-89.1% | $152,301-88.4% | $154,746-88.6% |
| Participation rate | 85.0% | 84.1%+0.9pp | 82.4%+2.6pp | 80.7%+4.3pp |
| Annual return | 16.39% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $167 | $4,890-96.6% | $4,624-96.4% | $4,379-96.2% |
| Participant deferral / active EE | $8,954 | $8,341+7.4% | $8,004+11.9% | $6,730+33.0% |
| Admin fee / account holder | $3,199 | $15,759-79.7% | $14,398-77.8% | $14,365-77.7% |