Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,138 | $162,967-89.5% | $135,792-87.4% | $138,895-87.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 12.13% | 30.08%-17.9pp | 25.96%-13.8pp | 145.39%-133.3pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,783 | $5,640+20.2% | $4,759+42.5% | $6,396+6.0% |
| Admin fee / account holder | $336 | $15,306-97.8% | $12,266-97.3% | $12,562-97.3% |