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 | $12,919 | $157,829-91.8% | $136,867-90.6% | $198,609-93.5% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 10.38% | 51.25%-40.9pp | 42.97%-32.6pp | 202.70%-192.3pp |
| Employer contribution / active EE | $69 | $3,923-98.2% | $3,547-98.1% | $5,055-98.6% |
| Participant deferral / active EE | $1,963 | $5,463-64.1% | $4,924-60.1% | $6,977-71.9% |
| Admin fee / account holder | $8,048 | $11,107-27.5% | $10,340-22.2% | $19,030-57.7% |