Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,506 | $213,785-96.5% | $185,441-96.0% | $155,188-95.2% |
| Participation rate | 81.8% | 83.2%-1.4pp | 80.3%+1.6pp | 80.8%+1.0pp |
| Annual return | 18.91% | 19.97%-1.1pp | 20.16%-1.3pp | 148.84%-129.9pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,035 | $6,864-55.8% | $6,152-50.7% | $6,531-53.5% |
| Admin fee / account holder | $790 | $21,134-96.3% | $17,890-95.6% | $14,480-94.5% |