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 | $9,123 | $84,236-89.2% | $170,435-94.6% | $70,126-87.0% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 45.08% | 23.06%+22.0pp | 205.94%-160.9pp | 73.15%-28.1pp |
| Employer contribution / active EE | $263 | $3,387-92.2% | $5,432-95.2% | $2,343-88.8% |
| Participant deferral / active EE | $1,067 | $3,086-65.4% | $4,939-78.4% | $3,332-68.0% |
| Admin fee / account holder | $371 | $5,698-93.5% | $13,881-97.3% | $4,645-92.0% |