Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,688 | $176,077-93.4% | $159,455-92.7% | $167,518-93.0% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 12.55% | 331.83%-319.3pp | 263.63%-251.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $941 | $5,298-82.2% | $4,830-80.5% | $4,838-80.5% |
| Participant deferral / active EE | $2,684 | $7,751-65.4% | $7,353-63.5% | $6,342-57.7% |
| Admin fee / account holder | $782 | $12,556-93.8% | $10,800-92.8% | $12,312-93.7% |