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 | $15,925 | $99,875-84.1% | $146,866-89.2% | $86,983-81.7% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.5%+2.3pp | 69.5%+15.2pp |
| Annual return | 35.68% | 28.10%+7.6pp | 102.85%-67.2pp | 25.83%+9.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,893 | $6,322+40.7% | $7,759+14.6% | $4,194+112.0% |
| Admin fee / account holder | $616 | $7,838-92.1% | $13,620-95.5% | $7,856-92.2% |