Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,276 | $209,336-90.3% | $197,124-89.7% | $137,256-85.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 15.80% | 48.09%-32.3pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $706 | $6,591-89.3% | $6,227-88.7% | $4,156-83.0% |
| Participant deferral / active EE | $5,091 | $9,614-47.0% | $9,135-44.3% | $6,407-20.5% |
| Admin fee / account holder | $722 | $17,308-95.8% | $16,298-95.6% | $12,270-94.1% |