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 | $28,227 | $198,461-85.8% | $170,436-83.4% | $147,585-80.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.09% | 257.30%-233.2pp | 205.94%-181.8pp | 578.57%-554.5pp |
| Employer contribution / active EE | $1,118 | $6,184-81.9% | $5,433-79.4% | $4,876-77.1% |
| Participant deferral / active EE | $3,841 | $5,629-31.8% | $4,939-22.2% | $5,439-29.4% |
| Admin fee / account holder | $2,714 | $16,852-83.9% | $13,880-80.4% | $10,885-75.1% |