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 | $14,521 | $91,559-84.1% | $133,978-89.2% | $79,856-81.8% |
| Participation rate | 91.9% | 73.3%+18.6pp | 79.8%+12.1pp | 69.6%+22.3pp |
| Annual return | 17.55% | 61.85%-44.3pp | 45.10%-27.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $316 | $2,384-86.8% | $3,919-91.9% | $2,471-87.2% |
| Participant deferral / active EE | $1,959 | $3,734-47.5% | $5,047-61.2% | $3,741-47.6% |
| Admin fee / account holder | $1,223 | $6,321-80.7% | $8,930-86.3% | $5,306-77.0% |