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 | $10,799 | $181,062-94.0% | $158,223-93.2% | $155,188-93.0% |
| Participation rate | 93.3% | 82.7%+10.7pp | 79.2%+14.1pp | 80.8%+12.5pp |
| Annual return | 14.91% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,981 | $6,134-51.4% | $5,467-45.5% | $6,531-54.4% |
| Admin fee / account holder | $4,173 | $18,825-77.8% | $16,047-74.0% | $14,480-71.2% |