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 | $21,305 | $198,457-89.3% | $170,435-87.5% | $147,586-85.6% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 15.64% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $454 | $6,183-92.7% | $5,432-91.6% | $4,876-90.7% |
| Participant deferral / active EE | $2,026 | $5,629-64.0% | $4,939-59.0% | $5,439-62.7% |
| Admin fee / account holder | $519 | $16,852-96.9% | $13,881-96.3% | $10,886-95.2% |