Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,015 | $109,372-98.2% | $89,414-97.7% | $158,966-98.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 10.02% | 345.55%-335.5pp | 245.50%-235.5pp | 302.95%-292.9pp |
| Employer contribution / active EE | $268 | $3,171-91.5% | $2,586-89.6% | $4,762-94.4% |
| Participant deferral / active EE | $951 | $4,598-79.3% | $3,890-75.6% | $5,983-84.1% |
| Admin fee / account holder | $807 | $6,156-86.9% | $4,883-83.5% | $11,250-92.8% |