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 | $28,615 | $83,061-65.5% | $126,068-77.3% | $94,015-69.6% |
| Participation rate | 82.0% | 81.2%+0.8pp | 84.7%-2.7pp | 70.8%+11.2pp |
| Annual return | 28.00% | 20.41%+7.6pp | 15.01%+13.0pp | 17.84%+10.2pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $12,289 | $7,042+74.5% | $8,214+49.6% | $4,249+189.2% |
| Admin fee / account holder | $5,477 | $7,208-24.0% | $18,264-70.0% | $8,951-38.8% |