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 | $7,737 | $106,524-92.7% | $152,301-94.9% | $87,485-91.2% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.4%-1.1pp | 68.9%+12.4pp |
| Annual return | 16.85% | 26.89%-10.0pp | 80.50%-63.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,816 | $6,525-56.8% | $8,004-64.8% | $4,274-34.1% |
| Admin fee / account holder | $1,900 | $8,287-77.1% | $14,398-86.8% | $7,775-75.6% |