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 | $12,565 | $99,875-87.4% | $146,866-91.4% | $86,983-85.6% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.5%+2.7pp |
| Annual return | 23.36% | 28.10%-4.7pp | 102.85%-79.5pp | 25.83%-2.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,910 | $6,322-22.3% | $7,759-36.7% | $4,194+17.1% |
| Admin fee / account holder | $1,133 | $7,838-85.5% | $13,620-91.7% | $7,856-85.6% |