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 | $5,013 | $202,440-97.5% | $169,390-97.0% | $139,466-96.4% |
| Participation rate | 78.6% | 81.1%-2.5pp | 77.2%+1.4pp | 80.3%-1.8pp |
| Annual return | 17.55% | 532.36%-514.8pp | 406.07%-388.5pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,740 | $6,940-60.5% | $6,222-56.0% | $6,712-59.2% |
| Admin fee / account holder | $1,082 | $10,722-89.9% | $9,015-88.0% | $11,409-90.5% |