Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,960 | $76,407-93.5% | $150,298-96.7% | $82,448-94.0% |
| Participation rate | 89.7% | 66.4%+23.3pp | 77.8%+12.0pp | 68.1%+21.7pp |
| Annual return | 17.25% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $235 | $2,614-91.0% | $4,154-94.3% | $2,551-90.8% |
| Participant deferral / active EE | $1,769 | $3,214-45.0% | $5,453-67.5% | $4,139-57.3% |
| Admin fee / account holder | $1,038 | $6,352-83.7% | $14,116-92.7% | $7,234-85.7% |