Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $172,827 | $252,625-31.6% | $220,144-21.5% | $382,429-54.8% |
| Participation rate | 80.0% | 88.1%-8.1pp | 84.8%-4.8pp | 87.7%-7.7pp |
| Annual return | 6.27% | -1.59%+7.9pp | -0.63%+6.9pp | 248.85%-242.6pp |
| Employer contribution / active EE | $16,996 | $7,607+123.4% | $6,623+156.6% | $8,036+111.5% |
| Participant deferral / active EE | $0 | $4,939-100.0% | $4,718-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,062 | $17,846-94.0% | $15,617-93.2% | $30,732-96.5% |