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 | $7,328 | $93,346-92.2% | $71,796-89.8% | $273,972-97.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 143.82% | 130.39%+13.4pp | 78.04%+65.8pp | 41.46%+102.4pp |
| Employer contribution / active EE | $95 | $2,733-96.5% | $1,924-95.1% | $4,869-98.0% |
| Participant deferral / active EE | $2,017 | $3,475-42.0% | $2,794-27.8% | $5,287-61.9% |
| Admin fee / account holder | $2,325 | $6,571-64.6% | $4,815-51.7% | $10,133-77.1% |