Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,394 | $78,197-79.0% | $98,090-83.3% | $82,637-80.2% |
| Participation rate | 89.7% | 77.5%+12.2pp | 81.5%+8.1pp | 68.1%+21.6pp |
| Annual return | 59.22% | 40.25%+19.0pp | 37.05%+22.2pp | 53.51%+5.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,390 | $6,636+26.4% | $7,845+7.0% | $4,126+103.3% |
| Admin fee / account holder | $732 | $14,832-95.1% | $11,815-93.8% | $7,339-90.0% |