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 | $10,622 | $62,583-83.0% | $76,767-86.2% | $64,173-83.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 2.50% | -1.95%+4.4pp | 2.43%+0.1pp | 7.63%-5.1pp |
| Employer contribution / active EE | $387 | $1,832-78.9% | $2,485-84.4% | $2,381-83.8% |
| Participant deferral / active EE | $2,022 | $3,145-35.7% | $3,852-47.5% | $3,470-41.7% |
| Admin fee / account holder | $4,081 | $4,667-12.6% | $6,675-38.9% | $4,887-16.5% |