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 | $37,640 | $145,431-74.1% | $211,142-82.2% | $87,485-57.0% |
| Participation rate | 96.4% | 84.7%+11.7pp | 87.3%+9.1pp | 68.9%+27.5pp |
| Annual return | 21.25% | 27.21%-6.0pp | 46.84%-25.6pp | 26.06%-4.8pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,192 | $6,859+121.5% | $9,284+63.6% | $4,274+255.5% |
| Admin fee / account holder | $1,558 | $17,052-90.9% | $19,076-91.8% | $7,775-80.0% |