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 | $21,480 | $93,617-77.1% | $135,982-84.2% | $75,177-71.4% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.0pp | 67.2%+29.8pp |
| Annual return | 54.16% | 30.89%+23.3pp | 68.32%-14.2pp | 160.75%-106.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,336 | $6,406+77.0% | $7,760+46.1% | $4,126+174.7% |
| Admin fee / account holder | $991 | $6,980-85.8% | $10,767-90.8% | $5,651-82.5% |