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 | $10,853 | $176,786-93.9% | $146,643-92.6% | $167,536-93.5% |
| Participation rate | 78.6% | 83.6%-5.1pp | 80.1%-1.5pp | 82.1%-3.5pp |
| Annual return | 22.56% | 24.04%-1.5pp | 22.75%-0.2pp | 478.82%-456.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,462 | $6,440-61.8% | $5,506-55.3% | $6,342-61.2% |
| Admin fee / account holder | $5,111 | $13,262-61.5% | $10,280-50.3% | $12,315-58.5% |