Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,701 | $93,598-77.9% | $135,974-84.8% | $75,173-72.5% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 33.32% | 30.89%+2.4pp | 68.30%-35.0pp | 160.72%-127.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,252 | $6,405+28.8% | $7,760+6.3% | $4,126+100.0% |
| Admin fee / account holder | $691 | $6,978-90.1% | $10,767-93.6% | $5,651-87.8% |