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 | $16,163 | $175,036-90.8% | $120,225-86.6% | - |
| Participation rate | 93.9% | 60.2%+33.7pp | 69.6%+24.4pp | - |
| Annual return | 34.24% | 15.04%+19.2pp | 439.23%-405.0pp | - |
| Employer contribution / active EE | $699 | $1,949-64.1% | $3,475-79.9% | - |
| Participant deferral / active EE | $3,804 | $3,720+2.3% | $3,999-4.9% | - |
| Admin fee / account holder | $1,530 | $23,923-93.6% | $5,696-73.1% | - |