Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,495 | $275,752-96.2% | $256,809-95.9% | $198,609-94.7% |
| Participation rate | 77.8% | 89.2%-11.4pp | 88.5%-10.8pp | 82.4%-4.6pp |
| Annual return | 14.64% | 34.81%-20.2pp | 32.73%-18.1pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,349 | $10,037-56.7% | $9,520-54.3% | $6,977-37.7% |
| Admin fee / account holder | $876 | $25,716-96.6% | $25,146-96.5% | $19,030-95.4% |