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 | $6,419 | $77,814-91.8% | $158,223-95.9% | $86,983-92.6% |
| Participation rate | 83.1% | 68.4%+14.7pp | 79.2%+3.9pp | 69.5%+13.6pp |
| Annual return | 22.04% | 30.54%-8.5pp | 52.09%-30.0pp | 25.83%-3.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,855 | $3,270+17.9% | $5,467-29.5% | $4,194-8.1% |
| Admin fee / account holder | $603 | $5,879-89.7% | $16,047-96.2% | $7,856-92.3% |