Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,024 | $202,440-92.6% | $169,390-91.1% | $139,466-89.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.61% | 532.36%-513.8pp | 406.07%-387.5pp | 373.66%-355.1pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,956 | $6,940+0.2% | $6,222+11.8% | $6,712+3.6% |
| Admin fee / account holder | $770 | $10,722-92.8% | $9,015-91.5% | $11,409-93.2% |