Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,165 | $145,431-83.4% | $211,142-88.6% | $87,485-72.4% |
| Participation rate | 83.1% | 84.7%-1.6pp | 87.3%-4.2pp | 68.9%+14.2pp |
| Annual return | 70.39% | 27.21%+43.2pp | 46.84%+23.6pp | 26.06%+44.3pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,907 | $6,859+29.9% | $9,284-4.1% | $4,274+108.4% |
| Admin fee / account holder | $3,819 | $17,052-77.6% | $19,076-80.0% | $7,775-50.9% |