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 | $11,153 | $150,447-92.6% | $136,298-91.8% | $147,586-92.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.66% | 1049.15%-1026.5pp | 5156.27%-5133.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $865 | $5,256-83.6% | $4,696-81.6% | $4,876-82.3% |
| Participant deferral / active EE | $3,003 | $6,631-54.7% | $6,247-51.9% | $5,439-44.8% |
| Admin fee / account holder | $850 | $10,906-92.2% | $9,244-90.8% | $10,886-92.2% |