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 | $13,101 | $106,008-87.6% | $92,240-85.8% | $147,586-91.1% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 14.48% | 50.05%-35.6pp | 176.29%-161.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $588 | $4,333-86.4% | $3,680-84.0% | $4,876-87.9% |
| Participant deferral / active EE | $1,326 | $4,478-70.4% | $3,897-66.0% | $5,439-75.6% |
| Admin fee / account holder | $399 | $6,333-93.7% | $5,194-92.3% | $10,886-96.3% |