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 | $21,342 | $106,524-80.0% | $152,301-86.0% | $87,485-75.6% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 41.10% | 26.89%+14.2pp | 80.50%-39.4pp | 26.06%+15.0pp |
| Employer contribution / active EE | $7 | $3,371-99.8% | $4,624-99.9% | $2,596-99.7% |
| Participant deferral / active EE | $8,833 | $6,525+35.4% | $8,004+10.4% | $4,274+106.7% |
| Admin fee / account holder | $2,471 | $8,287-70.2% | $14,398-82.8% | $7,775-68.2% |