Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,851 | $104,098-68.4% | $140,514-76.6% | $94,015-65.1% |
| Participation rate | 73.3% | 73.7%-0.4pp | 77.8%-4.5pp | 70.8%+2.5pp |
| Annual return | 12.38% | 15.14%-2.8pp | 14.36%-2.0pp | 17.84%-5.5pp |
| Employer contribution / active EE | $478 | $2,388-80.0% | $3,378-85.9% | $2,790-82.9% |
| Participant deferral / active EE | $2,548 | $4,033-36.8% | $4,919-48.2% | $4,249-40.0% |
| Admin fee / account holder | $4,503 | $10,439-56.9% | $13,697-67.1% | $8,951-49.7% |