Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,863 | $107,944-89.9% | $91,994-88.2% | $152,885-92.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 30.91% | 89.26%-58.4pp | 69.03%-38.1pp | 345.39%-314.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,559 | $6,365+3.0% | $5,923+10.7% | $5,851+12.1% |
| Admin fee / account holder | $1,018 | $10,521-90.3% | $7,743-86.9% | $11,598-91.2% |