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 | $32,960 | $100,060-67.1% | $149,721-78.0% | $70,126-53.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 23.98% | 27.46%-3.5pp | 1501.67%-1477.7pp | 73.15%-49.2pp |
| Employer contribution / active EE | $897 | $3,661-75.5% | $5,444-83.5% | $2,343-61.7% |
| Participant deferral / active EE | $3,582 | $4,982-28.1% | $6,568-45.5% | $3,332+7.5% |
| Admin fee / account holder | $880 | $8,285-89.4% | $11,282-92.2% | $4,645-81.1% |