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 | $15,631 | $183,539-91.5% | $155,556-90.0% | $145,897-89.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 13.81% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $807 | $5,315-84.8% | $4,675-82.7% | $4,663-82.7% |
| Participant deferral / active EE | $3,618 | $6,467-44.1% | $5,631-35.7% | $6,689-45.9% |
| Admin fee / account holder | $452 | $19,275-97.7% | $15,885-97.2% | $13,390-96.6% |