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 | $7,028 | $106,524-93.4% | $152,301-95.4% | $87,485-92.0% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | 20.74% | 26.89%-6.1pp | 80.50%-59.8pp | 26.06%-5.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,256 | $6,525-50.1% | $8,004-59.3% | $4,274-23.8% |
| Admin fee / account holder | $651 | $8,287-92.1% | $14,398-95.5% | $7,775-91.6% |