Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,896 | $101,752-74.5% | $164,928-84.3% | $80,911-68.0% |
| Participation rate | 93.6% | 71.8%+21.7pp | 78.6%+15.0pp | 67.6%+25.9pp |
| Annual return | 12.31% | 16.73%-4.4pp | 70.08%-57.8pp | 35.63%-23.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,497 | $4,477+22.8% | $6,034-8.9% | $4,297+27.9% |
| Admin fee / account holder | $1,076 | $8,218-86.9% | $12,684-91.5% | $6,935-84.5% |