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 | $6,597 | $106,247-93.8% | $96,515-93.2% | $139,466-95.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.88% | 38.47%-23.6pp | 35.73%-20.8pp | 373.66%-358.8pp |
| Employer contribution / active EE | $443 | $4,106-89.2% | $3,740-88.2% | $4,754-90.7% |
| Participant deferral / active EE | $1,591 | $5,456-70.8% | $4,880-67.4% | $6,712-76.3% |
| Admin fee / account holder | $632 | $7,885-92.0% | $6,735-90.6% | $11,409-94.5% |