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 | $179,444-91.0% | $124,206-87.0% | - |
| Participation rate | 93.9% | 59.5%+34.5pp | 69.6%+24.4pp | - |
| Annual return | 34.24% | 15.96%+18.3pp | 515.27%-481.0pp | - |
| Employer contribution / active EE | $699 | $1,879-62.8% | $3,540-80.3% | - |
| Participant deferral / active EE | $3,804 | $3,588+6.0% | $3,968-4.1% | - |
| Admin fee / account holder | $1,530 | $21,474-92.9% | $5,929-74.2% | - |