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 | $22,492 | $106,524-78.9% | $152,301-85.2% | $87,485-74.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 34.12% | 26.89%+7.2pp | 80.50%-46.4pp | 26.06%+8.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,666 | $6,525+78.8% | $8,004+45.8% | $4,274+173.0% |
| Admin fee / account holder | $1,731 | $8,287-79.1% | $14,398-88.0% | $7,775-77.7% |