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 | $109,422 | $344,842-68.3% | $334,005-67.2% | $339,457-67.8% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 23.07% | 10.02%+13.1pp | 9.82%+13.3pp | 13.05%+10.0pp |
| Employer contribution / active EE | $1,167 | $31,894-96.3% | $30,304-96.2% | $37,651-96.9% |
| Participant deferral / active EE | $5,088 | $67+7523.0% | $66+7585.5% | $48+10561.9% |
| Admin fee / account holder | $41,515 | $60,407-31.3% | $53,840-22.9% | $31,074+33.6% |