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 | $22,396 | $209,336-89.3% | $197,124-88.6% | $137,256-83.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.90% | 48.09%-29.2pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,302 | $6,591-80.2% | $6,227-79.1% | $4,156-68.7% |
| Participant deferral / active EE | $7,807 | $9,614-18.8% | $9,135-14.5% | $6,407+21.9% |
| Admin fee / account holder | $2,420 | $17,308-86.0% | $16,298-85.2% | $12,270-80.3% |