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 | $15,593 | $77,460-79.9% | $100,378-84.5% | $80,925-80.7% |
| Participation rate | 95.3% | 76.9%+18.4pp | 81.5%+13.8pp | 67.7%+27.7pp |
| Annual return | 29.77% | 37.24%-7.5pp | 49.41%-19.6pp | 35.65%-5.9pp |
| Employer contribution / active EE | $1 | $2,801-99.9% | $3,942-100.0% | $2,756-99.9% |
| Participant deferral / active EE | $6,768 | $6,818-0.7% | $8,087-16.3% | $4,299+57.5% |
| Admin fee / account holder | $1,729 | $5,887-70.6% | $7,899-78.1% | $6,940-75.1% |