Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,985 | $174,379-97.7% | $152,093-97.4% | $138,895-97.1% |
| Participation rate | 95.8% | 81.6%+14.2pp | 77.8%+18.1pp | 79.9%+15.9pp |
| Annual return | 29.85% | 74.86%-45.0pp | 66.36%-36.5pp | 145.39%-115.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,667 | $6,159-72.9% | $5,451-69.4% | $6,396-73.9% |
| Admin fee / account holder | $320 | $16,880-98.1% | $14,497-97.8% | $12,562-97.4% |