Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,888 | $178,174-92.8% | $156,181-91.7% | $137,256-90.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 19.02% | 84.19%-65.2pp | 64.87%-45.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,015 | $4,972-79.6% | $4,294-76.4% | $4,156-75.6% |
| Participant deferral / active EE | $2,719 | $6,888-60.5% | $6,132-55.7% | $6,407-57.6% |
| Admin fee / account holder | $335 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |