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 | $15,562 | $198,457-92.2% | $170,435-90.9% | $147,586-89.5% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 14.69% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $903 | $6,183-85.4% | $5,432-83.4% | $4,876-81.5% |
| Participant deferral / active EE | $3,329 | $5,629-40.9% | $4,939-32.6% | $5,439-38.8% |
| Admin fee / account holder | $2,646 | $16,852-84.3% | $13,881-80.9% | $10,886-75.7% |