Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,614 | $198,462-87.6% | $170,439-85.6% | $147,585-83.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.83% | 257.30%-245.5pp | 205.94%-194.1pp | 578.58%-566.8pp |
| Employer contribution / active EE | $1,217 | $6,184-80.3% | $5,433-77.6% | $4,876-75.1% |
| Participant deferral / active EE | $3,120 | $5,629-44.6% | $4,939-36.8% | $5,439-42.6% |
| Admin fee / account holder | $3,111 | $16,852-81.5% | $13,881-77.6% | $10,886-71.4% |