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 | $25,887 | $146,267-82.3% | $197,124-86.9% | $82,448-68.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 86.7%-14.0pp | 68.1%+4.7pp |
| Annual return | 20.85% | 29.61%-8.8pp | 44.34%-23.5pp | 41.64%-20.8pp |
| Employer contribution / active EE | $699 | $4,723-85.2% | $6,227-88.8% | $2,551-72.6% |
| Participant deferral / active EE | $4,518 | $7,035-35.8% | $9,135-50.5% | $4,139+9.1% |
| Admin fee / account holder | $2,769 | $14,422-80.8% | $16,298-83.0% | $7,234-61.7% |