Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,784 | $72,607-92.0% | $90,259-93.6% | $87,485-93.4% |
| Participation rate | 79.2% | 64.8%+14.4pp | 70.7%+8.5pp | 68.9%+10.3pp |
| Annual return | 26.43% | 18.59%+7.8pp | 18.88%+7.6pp | 26.06%+0.4pp |
| Employer contribution / active EE | $1 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,991 | $3,055-34.8% | $3,827-48.0% | $4,274-53.4% |
| Admin fee / account holder | $452 | $5,947-92.4% | $7,267-93.8% | $7,775-94.2% |