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 | $7,108 | $183,539-96.1% | $155,556-95.4% | $145,897-95.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.66% | 61.31%-43.6pp | 64.84%-47.2pp | 552.29%-534.6pp |
| Employer contribution / active EE | $896 | $5,315-83.1% | $4,675-80.8% | $4,663-80.8% |
| Participant deferral / active EE | $2,178 | $6,467-66.3% | $5,631-61.3% | $6,689-67.4% |
| Admin fee / account holder | $981 | $19,275-94.9% | $15,885-93.8% | $13,390-92.7% |