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 | $96,598 | $220,997-56.3% | $154,472-37.5% | $220,997-56.3% |
| Participation rate | 100.0% | 93.2%+6.8pp | 99.5%+0.5pp | 93.2%+6.8pp |
| Annual return | 17.54% | 7.75%+9.8pp | 13.65%+3.9pp | 7.75%+9.8pp |
| Employer contribution / active EE | $0 | $18,615-100.0% | $4,756-100.0% | $18,615-100.0% |
| Participant deferral / active EE | $13,954 | $9,671+44.3% | $8,120+71.8% | $9,671+44.3% |
| Admin fee / account holder | $3,900 | $66,349-94.1% | $1,396+179.3% | $66,349-94.1% |