Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,943 | $180,749-98.4% | $160,784-98.2% | $137,256-97.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.96% | 2234.46%-2209.5pp | 1803.92%-1779.0pp | 220.34%-195.4pp |
| Employer contribution / active EE | $72 | $4,155-98.3% | $3,733-98.1% | $4,156-98.3% |
| Participant deferral / active EE | $3,603 | $6,844-47.4% | $6,293-42.7% | $6,407-43.8% |
| Admin fee / account holder | $2,304 | $10,397-77.8% | $9,717-76.3% | $12,270-81.2% |